+39.0%
DOCS vs VTRS
+156.8%
-117.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | +0.2% |
| 7D | +0.1% | +9.0% | -8.9% | -1.3% |
| 30D | +8.7% | +19.8% | -11.2% | +5.5% |
| 3M | +32.9% | +29.3% | +3.5% | +27.3% |
| 6M | +25.5% | +22.2% | +3.3% | +21.3% |
| YTD | -25.0% | +69.9% | -95.0% | -31.5% |
| 1Y | -34.9% | +94.4% | -129.2% | -42.0% |
| All | +39.0% | +156.8% | -117.8% | -6.3% |
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