-50.0%
VTRS vs RSG
+428.9%
-478.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.5% |
| 7D | -2.2% | 0.0% | -2.2% | -2.2% |
| 30D | +3.3% | +4.0% | -0.6% | +1.8% |
| 3M | +2.0% | +7.4% | -5.4% | -0.9% |
| 6M | +19.9% | +0.1% | +19.8% | +19.3% |
| YTD | +35.7% | +6.0% | +29.7% | +31.9% |
| 1Y | +68.1% | -3.0% | +71.1% | +68.9% |
| 3Y | +87.1% | +56.5% | +30.6% | +51.0% |
| 5Y | +47.6% | +90.9% | -43.3% | +6.8% |
| All | -50.0% | +428.9% | -478.9% | -76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 10y: compounded portfolio wealth divided by compounded RSG 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…
10y analysis · Full analysis span regression · 6 months rolling