+61.9%
VTRS vs TRI
+509.5%
-447.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.2% |
| 7D | -2.2% | -7.9% | +5.7% | +0.7% |
| 30D | +3.3% | -4.5% | +7.8% | +4.5% |
| 3M | +2.0% | +22.1% | -20.1% | -7.1% |
| 6M | +19.9% | -2.8% | +22.7% | +17.4% |
| YTD | +35.7% | -23.4% | +59.1% | +43.7% |
| 1Y | +68.1% | -41.5% | +109.6% | +98.2% |
| 3Y | +87.1% | -19.2% | +106.3% | +88.1% |
| 5Y | +47.6% | -9.4% | +57.0% | +39.4% |
| 10Y | -48.2% | +195.6% | -243.7% | -72.0% |
| All | +61.9% | +509.5% | -447.6% | -43.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling