+82.7%
VTRS vs SPXU
-21.6%
+104.3%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +13.2% | -14.5% | +1.7% |
| 7D | -1.2% | +14.2% | -15.4% | +2.1% |
| 30D | +8.2% | +19.3% | -11.2% | +13.0% |
| 3M | +8.3% | +16.2% | -7.9% | +12.6% |
| 6M | +24.1% | -3.5% | +27.5% | +22.6% |
| YTD | +56.0% | -19.2% | +75.2% | +46.1% |
| 1Y | +82.7% | -20.7% | +103.4% | +70.6% |
| All | +82.7% | -21.6% | +104.3% | +70.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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