+42.5%
VTRS vs ROIV
+319.8%
-277.3%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -0.7% |
| 7D | -3.5% | +22.3% | -25.8% | -5.2% |
| 30D | +2.1% | +16.9% | -14.7% | +0.7% |
| 3M | +2.6% | +43.9% | -41.3% | -0.7% |
| 6M | +17.8% | +41.6% | -23.8% | +13.9% |
| YTD | +35.7% | +92.7% | -57.0% | +27.8% |
| 1Y | +63.5% | +210.2% | -146.7% | +48.1% |
| 3Y | +85.1% | +231.8% | -146.7% | +64.8% |
| 5Y | +42.5% | +319.8% | -277.3% | +17.0% |
| All | +42.5% | +319.8% | -277.3% | +17.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling