+85.1%
VTRS vs UUUU
-57.6%
+142.7%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.6% |
| 7D | +2.4% | -14.4% | +16.8% | +3.1% |
| 30D | +9.1% | -33.6% | +42.7% | +10.8% |
| 3M | +9.4% | -44.2% | +53.6% | +11.9% |
| 6M | +28.3% | -66.8% | +95.1% | +33.8% |
| YTD | +58.0% | -50.6% | +108.6% | +65.1% |
| All | +85.1% | -57.6% | +142.7% | +93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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