+68.1%
VTRS vs TRI
-40.4%
+108.5%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.7% |
| 7D | -2.2% | -7.9% | +5.7% | -1.7% |
| 30D | +3.3% | -4.5% | +7.8% | +3.5% |
| 3M | +2.0% | +22.1% | -20.1% | +0.4% |
| 6M | +19.9% | -2.8% | +22.7% | +19.8% |
| YTD | +35.7% | -23.4% | +59.1% | +39.4% |
| 1Y | +68.1% | -41.5% | +109.6% | +66.1% |
| All | +68.1% | -40.4% | +108.5% | +66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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