+39.3%
DOCS vs VG
-6.9%
+46.2%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -7.7% | +14.0% | +4.9% |
| 7D | +1.2% | -16.4% | +17.6% | -1.5% |
| 30D | +21.3% | -10.8% | +32.1% | +19.6% |
| 3M | +58.4% | -6.3% | +64.7% | +58.0% |
| 6M | +39.3% | -12.5% | +51.8% | +40.9% |
| All | +39.3% | -6.9% | +46.2% | +40.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling