-48.1%
DOCS vs VIG
+14.5%
-62.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.8% |
| 7D | -0.8% | -1.8% | +1.0% | +0.5% |
| 30D | +17.4% | +2.7% | +14.7% | +17.1% |
| 3M | +57.4% | 0.0% | +57.4% | +58.2% |
| 6M | +26.5% | +6.8% | +19.8% | +27.3% |
| YTD | -26.6% | +12.1% | -38.6% | -28.5% |
| 1Y | -48.1% | +14.8% | -62.9% | -52.3% |
| All | -48.1% | +14.5% | -62.6% | -52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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