-53.4%
DOCS vs VG
-39.3%
-14.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.7% |
| 7D | -1.4% | +1.7% | -3.1% | -1.5% |
| 30D | +21.8% | +16.0% | +5.8% | +20.3% |
| 3M | +27.3% | +9.7% | +17.6% | +25.7% |
| 6M | -0.3% | +29.6% | -29.9% | -4.7% |
| YTD | -40.5% | +112.0% | -152.5% | -47.1% |
| 1Y | -61.5% | +12.8% | -74.3% | -62.5% |
| All | -53.4% | -39.3% | -14.1% | -49.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling