-61.5%
DOCS vs VSH
+118.1%
-179.7%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +4.4% | -7.2% | -3.0% |
| 7D | -1.4% | +4.1% | -5.5% | -1.6% |
| 30D | +21.8% | -4.2% | +26.0% | +22.1% |
| 3M | +27.3% | -50.0% | +77.3% | +30.3% |
| 6M | -0.3% | +80.2% | -80.5% | -16.7% |
| YTD | -40.5% | +121.1% | -161.6% | -55.3% |
| 1Y | -61.5% | +112.0% | -173.5% | -70.7% |
| All | -61.5% | +118.1% | -179.7% | -70.7% |
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