-38.7%
DOCS vs VOO
+86.3%
-124.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.4% |
| 7D | -0.8% | -2.7% | +1.9% | +3.2% |
| 30D | +17.4% | -5.4% | +22.8% | +27.0% |
| 3M | +57.4% | -4.1% | +61.4% | +67.3% |
| 6M | +26.5% | +0.7% | +25.8% | +24.1% |
| YTD | -26.6% | +8.7% | -35.3% | -36.1% |
| 1Y | -48.1% | +11.0% | -59.0% | -56.3% |
| 3Y | +52.6% | +75.5% | -22.8% | -38.1% |
| 5Y | -52.1% | +68.4% | -120.4% | -78.1% |
| All | -38.7% | +86.3% | -124.9% | -72.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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