-73.2%
DOCS vs VO
+42.6%
-115.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.5% |
| 7D | -1.4% | -0.3% | -1.2% | -1.0% |
| 30D | +21.8% | -0.3% | +22.2% | +22.6% |
| 3M | +27.3% | +2.9% | +24.3% | +21.8% |
| 6M | -0.3% | +9.3% | -9.7% | -13.6% |
| YTD | -40.5% | +14.2% | -54.7% | -52.2% |
| 1Y | -61.5% | +15.3% | -76.8% | -69.5% |
| 3Y | +8.2% | +56.2% | -48.1% | -47.9% |
| All | -73.2% | +42.6% | -115.8% | -84.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling