-47.3%
DOCS vs VNQ
+14.0%
-61.3%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.2% | +3.2% | +5.0% |
| 7D | +1.2% | +6.8% | -5.6% | -1.3% |
| 30D | +21.3% | +10.0% | +11.3% | +17.0% |
| 3M | +58.4% | 0.0% | +58.4% | +57.4% |
| 6M | +39.3% | +4.5% | +34.8% | +38.0% |
| YTD | -21.7% | +13.9% | -35.6% | -23.4% |
| 1Y | -47.3% | +14.1% | -61.4% | -48.6% |
| All | -47.3% | +14.0% | -61.3% | -48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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