-48.1%
DOCS vs VTRS
+94.9%
-142.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +5.0% | -7.0% | -2.6% |
| 7D | -0.8% | +4.6% | -5.3% | -1.3% |
| 30D | +17.4% | +13.8% | +3.6% | +15.5% |
| 3M | +57.4% | +23.1% | +34.2% | +53.1% |
| 6M | +26.5% | +26.7% | -0.1% | +23.1% |
| YTD | -26.6% | +63.7% | -90.3% | -30.5% |
| 1Y | -48.1% | +103.9% | -152.0% | -54.0% |
| All | -48.1% | +94.9% | -142.9% | -54.0% |
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