+87.1%
VTRS vs UUUU
+74.5%
+12.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.0% | +5.8% | +1.0% |
| 7D | -2.2% | -10.5% | +8.3% | -1.8% |
| 30D | +3.3% | -10.5% | +13.8% | +3.7% |
| 3M | +2.0% | -14.1% | +16.1% | +2.4% |
| 6M | +19.9% | -35.5% | +55.4% | +21.2% |
| YTD | +35.7% | -10.9% | +46.7% | +35.5% |
| 1Y | +68.1% | +3.4% | +64.7% | +65.0% |
| 3Y | +87.1% | +73.1% | +14.0% | +69.3% |
| All | +87.1% | +74.5% | +12.6% | +69.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling