+39.3%
DOCS vs VSH
-13.5%
+52.7%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -5.1% | +11.4% | +6.2% |
| 7D | +1.2% | -13.6% | +14.9% | +1.0% |
| 30D | +21.3% | -30.4% | +51.7% | +20.1% |
| 3M | +58.4% | -33.3% | +91.7% | +54.7% |
| 6M | +39.3% | -15.1% | +54.4% | +41.5% |
| All | +39.3% | -13.5% | +52.7% | +41.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling