+89.7%
VTRS vs SN
+156.5%
-66.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.1% | -2.5% | +1.0% |
| 7D | +2.4% | +10.6% | -8.2% | +0.9% |
| 30D | +9.1% | +20.0% | -10.9% | +6.2% |
| 3M | +9.4% | +30.4% | -21.0% | +5.2% |
| 6M | +28.3% | +91.0% | -62.7% | +16.2% |
| YTD | +58.0% | +95.9% | -37.9% | +43.3% |
| 1Y | +89.7% | +158.9% | -69.2% | +82.9% |
| All | +89.7% | +156.5% | -66.7% | +82.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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