-48.1%
DOCS vs VSH
+58.3%
-106.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +5.7% | -7.7% | -2.1% |
| 7D | -0.8% | -12.9% | +12.2% | -0.7% |
| 30D | +17.4% | -36.9% | +54.3% | +17.4% |
| 3M | +57.4% | -28.8% | +86.1% | +57.2% |
| 6M | +26.5% | -30.3% | +56.8% | +22.3% |
| YTD | -26.6% | +62.4% | -88.9% | -39.9% |
| 1Y | -48.1% | +62.5% | -110.6% | -58.0% |
| All | -48.1% | +58.3% | -106.3% | -58.0% |
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