+89.7%
VTRS vs ROIV
+97.8%
-8.1%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.1% | -4.5% | +1.0% |
| 7D | +2.4% | +3.0% | -0.6% | +2.1% |
| 30D | +9.1% | +6.8% | +2.2% | +8.4% |
| 3M | +9.4% | +10.5% | -1.1% | +8.3% |
| 6M | +28.3% | +34.8% | -6.5% | +23.3% |
| YTD | +58.0% | +76.2% | -18.2% | +50.3% |
| 1Y | +89.7% | +92.4% | -2.7% | +83.7% |
| All | +89.7% | +97.8% | -8.1% | +83.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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