+79.7%
VTRS vs DOC
-20.4%
+100.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.2% | +1.1% |
| 7D | +9.6% | +1.0% | +8.5% | +9.1% |
| 30D | +20.1% | +8.1% | +11.9% | +15.9% |
| 3M | +30.3% | +0.9% | +29.4% | +29.6% |
| 6M | +26.3% | +6.3% | +20.0% | +22.9% |
| YTD | +73.1% | +33.8% | +39.4% | +50.3% |
| 1Y | +94.7% | +21.6% | +73.1% | +76.7% |
| 3Y | +159.7% | +53.4% | +106.3% | +106.1% |
| 5Y | +79.7% | -21.0% | +100.7% | +96.5% |
| All | +79.7% | -20.4% | +100.1% | +96.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling