-38.7%
DOCS vs VO
+45.5%
-84.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -1.8% |
| 7D | -0.8% | -2.6% | +1.8% | +3.2% |
| 30D | +17.4% | -0.9% | +18.4% | +19.4% |
| 3M | +57.4% | -3.0% | +60.4% | +65.0% |
| 6M | +26.5% | +2.2% | +24.3% | +21.9% |
| YTD | -26.6% | +10.6% | -37.1% | -38.2% |
| 1Y | -48.1% | +12.5% | -60.6% | -57.5% |
| 3Y | +52.6% | +61.4% | -8.8% | -31.1% |
| 5Y | -52.1% | +33.4% | -85.5% | -67.8% |
| All | -38.7% | +45.5% | -84.2% | -62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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