+46.4%
VTRS vs XHB
+33.0%
+13.3%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.1% |
| 7D | -2.2% | -4.6% | +2.4% | -0.1% |
| 30D | +3.3% | -9.1% | +12.4% | +7.8% |
| 3M | +2.0% | -8.6% | +10.5% | +5.7% |
| 6M | +19.9% | -4.0% | +24.0% | +21.0% |
| YTD | +35.7% | -3.9% | +39.7% | +36.5% |
| 1Y | +68.1% | -16.5% | +84.6% | +80.4% |
| 3Y | +87.1% | +22.6% | +64.5% | +62.9% |
| All | +46.4% | +33.0% | +13.3% | +10.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling