-47.3%
DOCS vs VSH
+62.1%
-109.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -5.1% | +11.4% | +6.4% |
| 7D | +1.2% | -13.6% | +14.9% | +1.3% |
| 30D | +21.3% | -30.4% | +51.7% | +21.4% |
| 3M | +58.4% | -33.3% | +91.7% | +57.3% |
| 6M | +39.3% | -15.1% | +54.4% | +32.6% |
| YTD | -21.7% | +80.2% | -101.9% | -36.4% |
| 1Y | -47.3% | +63.4% | -110.7% | -55.1% |
| All | -47.3% | +62.1% | -109.4% | -55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling