-31.9%
VTRS vs DOC
+15.7%
-47.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.7% | +4.3% | +4.7% |
| 7D | +4.6% | +6.5% | -1.9% | +2.3% |
| 30D | +13.8% | +9.2% | +4.7% | +10.3% |
| 3M | +23.1% | -2.5% | +25.6% | +24.0% |
| 6M | +26.7% | +7.1% | +19.6% | +23.7% |
| YTD | +63.7% | +33.0% | +30.7% | +47.1% |
| 1Y | +103.9% | +23.3% | +80.6% | +88.1% |
| 3Y | +145.2% | +44.9% | +100.3% | +112.2% |
| 5Y | +79.0% | -21.6% | +100.6% | +86.8% |
| All | -31.9% | +15.7% | -47.6% | -36.4% |
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