+89.7%
VTRS vs DOC
+21.8%
+67.9%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.1% | -1.5% | +0.6% |
| 7D | +2.4% | +8.7% | -6.3% | -0.3% |
| 30D | +9.1% | +7.6% | +1.4% | +6.5% |
| 3M | +9.4% | -5.3% | +14.7% | +11.3% |
| 6M | +28.3% | +27.6% | +0.7% | +22.3% |
| YTD | +58.0% | +32.4% | +25.6% | +45.3% |
| 1Y | +89.7% | +22.9% | +66.9% | +83.9% |
| All | +89.7% | +21.8% | +67.9% | +83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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