+84.8%
VTRS vs RACE
+64.4%
+20.4%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +0.4% |
| 7D | +4.6% | -1.2% | +5.8% | +4.9% |
| 30D | +19.4% | +6.1% | +13.2% | +17.4% |
| 3M | +30.8% | -0.3% | +31.1% | +30.6% |
| 6M | +21.6% | +23.4% | -1.8% | +14.3% |
| YTD | +71.2% | +12.5% | +58.6% | +63.7% |
| 1Y | +97.6% | -0.5% | +98.1% | +95.5% |
| 3Y | +163.9% | +23.6% | +140.3% | +136.7% |
| All | +84.8% | +64.4% | +20.4% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RACE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling