+68.1%
VTRS vs SPG
+19.1%
+49.0%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -2.2% | -1.2% | -1.0% | -1.7% |
| 30D | +3.3% | -6.1% | +9.5% | +6.1% |
| 3M | +2.0% | -3.6% | +5.6% | +3.8% |
| 6M | +19.9% | +10.4% | +9.5% | +15.6% |
| YTD | +35.7% | +14.4% | +21.4% | +27.9% |
| 1Y | +68.1% | +16.5% | +51.6% | +55.6% |
| All | +68.1% | +19.1% | +49.0% | +55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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