+5.7%
VTRS vs UUUU
-92.5%
+98.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.3% | +5.6% | -0.3% |
| 7D | -3.3% | -5.0% | +1.7% | -3.0% |
| 30D | +1.4% | -7.8% | +9.1% | +1.8% |
| 3M | +4.6% | -0.4% | +5.1% | +4.3% |
| 6M | +18.1% | -32.9% | +51.0% | +20.0% |
| YTD | +34.7% | -6.3% | +40.9% | +33.0% |
| 1Y | +65.6% | +7.9% | +57.7% | +60.4% |
| 3Y | +83.8% | +85.2% | -1.4% | +67.2% |
| 5Y | +46.5% | +97.0% | -50.5% | +29.2% |
| 10Y | -48.6% | +492.6% | -541.2% | -60.6% |
| All | +5.7% | -92.5% | +98.2% | -20.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling