-47.3%
DOCS vs VTRS
+90.6%
-138.0%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.6% | +4.8% | +6.1% |
| 7D | +1.2% | +2.4% | -1.2% | +0.9% |
| 30D | +21.3% | +9.1% | +12.2% | +20.0% |
| 3M | +58.4% | +9.4% | +49.0% | +56.3% |
| 6M | +39.3% | +28.3% | +11.0% | +35.6% |
| YTD | -21.7% | +58.0% | -79.7% | -25.6% |
| 1Y | -47.3% | +89.7% | -137.0% | -52.4% |
| All | -47.3% | +90.6% | -138.0% | -52.4% |
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