-47.3%
DOCS vs ROIV
+97.8%
-145.2%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +6.1% | +0.3% | +7.4% |
| 7D | +1.2% | +3.0% | -1.8% | +1.7% |
| 30D | +21.3% | +6.8% | +14.5% | +22.6% |
| 3M | +58.4% | +10.5% | +47.9% | +62.4% |
| 6M | +39.3% | +34.8% | +4.5% | +50.9% |
| YTD | -21.7% | +76.2% | -97.9% | +0.5% |
| 1Y | -47.3% | +92.4% | -139.7% | -31.7% |
| All | -47.3% | +97.8% | -145.2% | -31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling