+87.1%
VTRS vs WU
-28.7%
+115.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.6% |
| 7D | -2.2% | -3.5% | +1.3% | -1.3% |
| 30D | +3.3% | -2.9% | +6.3% | +4.0% |
| 3M | +2.0% | -2.3% | +4.2% | +1.3% |
| 6M | +19.9% | -25.4% | +45.3% | +29.1% |
| YTD | +35.7% | -21.2% | +56.9% | +43.1% |
| 1Y | +68.1% | -8.9% | +77.0% | +67.0% |
| 3Y | +87.1% | -29.0% | +116.0% | +97.6% |
| All | +87.1% | -28.7% | +115.8% | +97.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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