+26.5%
DOCS vs VTRS
+28.3%
-1.7%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +5.0% | -7.0% | -3.2% |
| 7D | -0.8% | +4.6% | -5.3% | -1.8% |
| 30D | +17.4% | +13.8% | +3.6% | +13.8% |
| 3M | +57.4% | +23.1% | +34.2% | +48.9% |
| 6M | +26.5% | +26.7% | -0.1% | +20.4% |
| All | +26.5% | +28.3% | -1.7% | +20.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling