+89.7%
VTRS vs USFR
+4.1%
+85.6%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +2.4% | +0.1% | +2.3% | +4.5% |
| 30D | +9.1% | +0.4% | +8.7% | +17.6% |
| 3M | +9.4% | +1.1% | +8.3% | +40.2% |
| 6M | +28.3% | +2.0% | +26.3% | +118.2% |
| YTD | +58.0% | +3.4% | +54.6% | +241.0% |
| 1Y | +89.7% | +4.1% | +85.6% | +323.2% |
| All | +89.7% | +4.1% | +85.6% | +323.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USFR.
Daily Out/Under-Performance
Portfolio return minus USFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFR 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 USFR 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