-48.3%
VTRS vs RACE
+647.6%
-695.9%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.6% | +0.2% |
| 7D | +3.3% | -2.5% | +5.8% | +4.1% |
| 30D | -3.6% | +0.8% | -4.4% | -4.0% |
| 3M | +7.0% | +17.2% | -10.2% | +1.6% |
| 6M | +17.5% | +13.6% | +3.9% | +12.4% |
| YTD | +38.8% | +12.2% | +26.6% | +32.6% |
| 1Y | +69.2% | -16.3% | +85.5% | +75.5% |
| 3Y | +77.5% | +36.4% | +41.0% | +54.1% |
| 5Y | +39.9% | +95.0% | -55.1% | +5.3% |
| 10Y | -47.1% | +813.2% | -860.4% | -76.2% |
| All | -48.3% | +647.6% | -695.9% | -80.3% |
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