+68.1%
VTRS vs REPL
+119.0%
-50.9%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.2% | +0.8% |
| 7D | -2.2% | -14.1% | +11.9% | -2.3% |
| 30D | +3.3% | -15.2% | +18.5% | +3.2% |
| 3M | +2.0% | +49.9% | -47.9% | +2.5% |
| 6M | +19.9% | +63.5% | -43.6% | +20.8% |
| YTD | +35.7% | +32.9% | +2.8% | +36.8% |
| 1Y | +68.1% | +115.0% | -46.9% | +68.5% |
| All | +68.1% | +119.0% | -50.9% | +68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 1y: compounded portfolio wealth divided by compounded REPL 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…
1y analysis · Full analysis span regression · 6 months rolling