+164.6%
DOCN vs VTRS
+49.4%
+115.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -8.5% |
| 3M | -37.7% | +7.0% | -44.6% | -39.9% |
| 6M | +115.2% | +17.5% | +97.8% | +98.6% |
| YTD | +133.7% | +38.8% | +94.9% | +102.1% |
| 1Y | +250.2% | +69.2% | +181.0% | +178.9% |
| 3Y | +320.3% | +77.5% | +242.8% | +211.8% |
| 5Y | +53.1% | +39.9% | +13.2% | +8.2% |
| All | +164.6% | +49.4% | +115.3% | +90.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling