-32.7%
VTRS vs DOC
+21.5%
-54.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.4% |
| 7D | +9.0% | 0.0% | +9.0% | +9.0% |
| 30D | +19.8% | +6.6% | +13.2% | +17.1% |
| 3M | +29.3% | -1.1% | +30.5% | +29.7% |
| 6M | +22.2% | +4.8% | +17.3% | +20.2% |
| YTD | +69.9% | +32.1% | +37.9% | +52.9% |
| 1Y | +94.4% | +21.9% | +72.5% | +79.9% |
| 3Y | +154.8% | +51.4% | +103.4% | +117.2% |
| 5Y | +80.8% | -21.2% | +101.9% | +88.6% |
| All | -32.7% | +21.5% | -54.1% | -37.2% |
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