+39.6%
DOCS vs VNQ
+44.6%
-5.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +2.6% | +0.8% | +1.8% | +1.9% |
| 30D | +11.4% | +6.8% | +4.7% | +6.0% |
| 3M | +25.4% | -1.3% | +26.7% | +26.7% |
| 6M | +42.5% | +2.4% | +40.2% | +40.1% |
| YTD | -24.7% | +12.1% | -36.8% | -31.8% |
| 1Y | -32.9% | +12.0% | -44.9% | -39.1% |
| 3Y | +39.6% | +44.8% | -5.2% | -5.6% |
| All | +39.6% | +44.6% | -5.0% | -5.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling