+69.2%
VTRS vs XHB
-9.3%
+78.5%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.3% | -0.7% |
| 7D | +3.3% | -1.3% | +4.6% | +3.7% |
| 30D | -3.6% | -6.9% | +3.2% | -1.2% |
| 3M | +7.0% | -1.3% | +8.2% | +6.9% |
| 6M | +17.5% | -6.8% | +24.2% | +18.8% |
| YTD | +38.8% | +0.7% | +38.0% | +36.6% |
| 1Y | +69.2% | -11.2% | +80.4% | +74.6% |
| All | +69.2% | -9.3% | +78.5% | +74.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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