-47.6%
VTRS vs DOC
-4.1%
-43.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.5% | +0.3% |
| 7D | +3.3% | -1.5% | +4.8% | +3.8% |
| 30D | -3.6% | -4.8% | +1.1% | -1.9% |
| 3M | +7.0% | +6.9% | +0.1% | +4.6% |
| 6M | +17.5% | +20.7% | -3.3% | +9.5% |
| YTD | +38.8% | +34.1% | +4.6% | +24.4% |
| 1Y | +69.2% | +22.6% | +46.6% | +56.3% |
| 3Y | +77.5% | +20.8% | +56.6% | +62.9% |
| 5Y | +39.9% | -24.9% | +64.8% | +48.0% |
| All | -47.6% | -4.1% | -43.4% | -49.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling