+46.5%
VTRS vs S
-70.4%
+116.9%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.6% | -0.9% |
| 7D | -3.3% | +0.1% | -3.4% | -3.3% |
| 30D | +1.4% | -11.8% | +13.2% | +2.3% |
| 3M | +4.6% | +33.9% | -29.3% | +1.8% |
| 6M | +18.1% | +40.1% | -22.0% | +14.0% |
| YTD | +34.7% | +32.1% | +2.6% | +30.4% |
| 1Y | +65.6% | +11.0% | +54.6% | +62.4% |
| 3Y | +83.8% | +16.9% | +66.8% | +76.6% |
| 5Y | +46.5% | -68.9% | +115.4% | +44.9% |
| All | +46.5% | -70.4% | +116.9% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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