+55.9%
VTRS vs SPXU
-100.0%
+155.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.2% | 0.0% |
| 7D | -2.2% | +2.5% | -4.7% | -1.4% |
| 30D | +3.3% | +4.2% | -0.9% | +4.8% |
| 3M | +2.0% | -9.3% | +11.2% | -0.8% |
| 6M | +19.9% | -30.7% | +50.6% | +8.3% |
| YTD | +35.7% | -28.1% | +63.9% | +24.6% |
| 1Y | +68.1% | -35.2% | +103.3% | +50.4% |
| 3Y | +87.1% | -79.9% | +167.0% | +25.2% |
| 5Y | +47.6% | -86.4% | +134.0% | -0.3% |
| 10Y | -48.2% | -99.5% | +51.4% | -84.8% |
| All | +55.9% | -100.0% | +155.9% | -82.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling