+19.9%
VTRS vs SPXU
-30.3%
+50.2%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.2% | +0.3% |
| 7D | -2.2% | +2.5% | -4.7% | -1.7% |
| 30D | +3.3% | +4.2% | -0.9% | +4.2% |
| 3M | +2.0% | -9.3% | +11.2% | +0.1% |
| 6M | +19.9% | -30.7% | +50.6% | +7.4% |
| All | +19.9% | -30.3% | +50.2% | +7.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling