-50.3%
DOCS vs VOO
+94.6%
-144.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.2% |
| 7D | -1.4% | +0.1% | -1.5% | -1.5% |
| 30D | +21.8% | +0.1% | +21.8% | +22.0% |
| 3M | +27.3% | +2.0% | +25.3% | +23.4% |
| 6M | -0.3% | +13.0% | -13.4% | -17.5% |
| YTD | -40.5% | +13.6% | -54.1% | -51.4% |
| 1Y | -61.5% | +20.1% | -81.6% | -71.1% |
| 3Y | +8.2% | +77.6% | -69.4% | -56.5% |
| 5Y | -73.4% | +82.4% | -155.9% | -89.1% |
| All | -50.3% | +94.6% | -144.9% | -79.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling