-39.0%
VTRS vs RACE
+658.9%
-697.9%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.5% | +6.4% | +5.4% |
| 7D | +4.6% | +5.1% | -0.5% | +3.0% |
| 30D | +13.8% | +7.7% | +6.1% | +11.3% |
| 3M | +23.1% | +2.2% | +21.0% | +22.1% |
| 6M | +26.7% | +23.8% | +2.9% | +18.2% |
| YTD | +63.7% | +13.9% | +49.8% | +55.5% |
| 1Y | +103.9% | +3.8% | +100.1% | +99.2% |
| 3Y | +145.2% | +28.0% | +117.2% | +117.6% |
| 5Y | +79.0% | +64.9% | +14.0% | +42.3% |
| 10Y | -28.8% | +780.4% | -809.1% | -67.5% |
| All | -39.0% | +658.9% | -697.9% | -76.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling