+157.1%
VTRS vs DOC
+54.0%
+103.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.8% | +2.2% |
| 7D | +10.2% | +4.3% | +5.9% | +8.4% |
| 30D | +18.2% | +9.2% | +9.0% | +14.1% |
| 3M | +29.0% | -0.8% | +29.9% | +29.3% |
| 6M | +23.2% | +7.1% | +16.1% | +20.2% |
| YTD | +71.4% | +34.0% | +37.4% | +52.0% |
| 1Y | +112.3% | +23.2% | +89.1% | +95.2% |
| 3Y | +157.1% | +53.6% | +103.5% | +115.2% |
| All | +157.1% | +54.0% | +103.1% | +115.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling