+250.2%
DOCN vs VTRS
+66.3%
+183.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +2.9% |
| 7D | +1.1% | +3.3% | -2.2% | +0.2% |
| 30D | -9.6% | -3.6% | -6.0% | -8.8% |
| 3M | -37.7% | +7.0% | -44.6% | -39.2% |
| 6M | +115.2% | +17.5% | +97.8% | +96.6% |
| YTD | +133.7% | +38.8% | +94.9% | +107.3% |
| 1Y | +250.2% | +69.2% | +181.0% | +196.2% |
| All | +250.2% | +66.3% | +183.9% | +196.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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