+46.4%
VTRS vs RVMD
+576.1%
-529.7%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -2.2% | -3.0% | +0.8% | -1.9% |
| 30D | +3.3% | -0.7% | +4.0% | +3.4% |
| 3M | +2.0% | +36.5% | -34.6% | -1.4% |
| 6M | +19.9% | +104.6% | -84.7% | +9.9% |
| YTD | +35.7% | +155.8% | -120.1% | +20.5% |
| 1Y | +68.1% | +340.7% | -272.6% | +39.8% |
| 3Y | +87.1% | +519.9% | -432.8% | +45.5% |
| All | +46.4% | +576.1% | -529.7% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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