+67.4%
VTRS vs DOC
-21.4%
+88.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.7% | +4.3% | +4.6% |
| 7D | +4.6% | +6.5% | -1.9% | +1.7% |
| 30D | +13.8% | +9.2% | +4.7% | +9.4% |
| 3M | +23.1% | -2.5% | +25.6% | +24.3% |
| 6M | +26.7% | +7.1% | +19.6% | +22.9% |
| YTD | +63.7% | +33.0% | +30.7% | +42.5% |
| 1Y | +103.9% | +23.3% | +80.6% | +83.9% |
| 3Y | +145.2% | +44.9% | +100.3% | +100.2% |
| All | +67.4% | -21.4% | +88.8% | +82.7% |
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