-51.1%
DOCS vs VOO
+67.5%
-118.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.4% | +0.1% | +1.9% |
| 7D | -1.3% | -4.7% | +3.4% | +5.7% |
| 30D | +19.4% | -5.9% | +25.3% | +30.2% |
| 3M | +53.4% | -4.5% | +57.9% | +64.3% |
| 6M | +28.8% | +1.9% | +26.9% | +24.2% |
| YTD | -25.1% | +8.4% | -33.5% | -34.5% |
| 1Y | -48.1% | +9.5% | -57.6% | -55.4% |
| 3Y | +51.4% | +75.3% | -23.9% | -39.0% |
| 5Y | -51.1% | +67.9% | -118.9% | -77.4% |
| All | -51.1% | +67.5% | -118.6% | -77.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling