+89.7%
VTRS vs WTW
+8.6%
+81.1%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.0% | -1.4% | +1.5% |
| 7D | +2.4% | +4.9% | -2.5% | +2.3% |
| 30D | +9.1% | +17.1% | -8.0% | +8.8% |
| 3M | +9.4% | -0.3% | +9.7% | +9.2% |
| 6M | +28.3% | +30.7% | -2.3% | +28.4% |
| YTD | +58.0% | +3.7% | +54.3% | +52.5% |
| 1Y | +89.7% | +5.9% | +83.8% | +84.3% |
| All | +89.7% | +8.6% | +81.1% | +84.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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