+8.9%
DOCS vs VTRS
+77.5%
-68.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.7% |
| 7D | -1.4% | +3.3% | -4.7% | -2.0% |
| 30D | +21.8% | -3.6% | +25.5% | +22.5% |
| 3M | +27.3% | +7.0% | +20.3% | +25.9% |
| 6M | -0.3% | +17.5% | -17.8% | -3.2% |
| YTD | -40.5% | +38.8% | -79.3% | -44.2% |
| 1Y | -61.5% | +69.2% | -130.7% | -65.5% |
| All | +8.9% | +77.5% | -68.5% | -22.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling