+79.8%
VTRS vs SN
+447.8%
-368.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +1.0% |
| 7D | -2.2% | -7.3% | +5.1% | -1.0% |
| 30D | +3.3% | -13.6% | +16.9% | +5.6% |
| 3M | +2.0% | +18.6% | -16.6% | -1.2% |
| 6M | +19.9% | +46.0% | -26.0% | +11.7% |
| YTD | +35.7% | +43.7% | -8.0% | +26.6% |
| 1Y | +68.1% | +39.2% | +28.9% | +57.5% |
| 3Y | +87.1% | +306.5% | -219.4% | +54.0% |
| All | +79.8% | +447.8% | -368.0% | +48.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling