-48.1%
DOCS vs VG
+45.2%
-93.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.0% | -0.3% | -4.7% |
| 7D | -1.3% | -22.0% | +20.7% | -3.6% |
| 30D | +19.4% | -14.7% | +34.1% | +17.9% |
| 3M | +53.4% | -7.1% | +60.5% | +52.6% |
| 6M | +28.8% | -11.2% | +39.9% | +28.1% |
| YTD | -25.1% | +69.8% | -94.9% | -20.9% |
| 1Y | -48.1% | +49.9% | -98.0% | -45.8% |
| All | -48.1% | +45.2% | -93.3% | -45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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