-52.9%
DOCS vs VTRS
+81.4%
-134.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.2% |
| 7D | +2.6% | +4.6% | -2.0% | +1.4% |
| 30D | +11.4% | +19.4% | -8.0% | +6.6% |
| 3M | +25.4% | +30.8% | -5.4% | +17.0% |
| 6M | +42.5% | +21.6% | +20.9% | +35.3% |
| YTD | -24.7% | +71.2% | -95.9% | -35.1% |
| 1Y | -32.9% | +97.6% | -130.5% | -44.5% |
| 3Y | +39.6% | +163.9% | -124.3% | -0.6% |
| All | -52.9% | +81.4% | -134.3% | -66.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling