-53.9%
DOCS vs VNQ
+13.1%
-67.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.1% | -7.2% | -7.2% |
| 7D | -7.3% | -0.4% | -6.9% | -6.9% |
| 30D | -10.9% | -2.5% | -8.3% | -8.6% |
| 3M | +20.3% | +1.4% | +18.9% | +18.7% |
| 6M | -3.6% | +4.6% | -8.2% | -8.1% |
| YTD | -44.9% | +10.5% | -55.4% | -50.6% |
| 1Y | -64.9% | +8.4% | -73.3% | -67.9% |
| 3Y | +7.6% | +32.4% | -24.8% | -21.6% |
| 5Y | -74.0% | +5.5% | -79.4% | -76.0% |
| All | -53.9% | +13.1% | -67.0% | -55.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling