+55.8%
DOCS vs VTR
+122.2%
-66.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.1% | -4.3% |
| 7D | -1.3% | +6.4% | -7.7% | -2.3% |
| 30D | +19.4% | +8.8% | +10.6% | +17.8% |
| 3M | +53.4% | -3.2% | +56.6% | +54.2% |
| 6M | +28.8% | +3.8% | +24.9% | +27.4% |
| YTD | -25.1% | +17.2% | -42.3% | -28.6% |
| 1Y | -48.1% | +21.7% | -69.8% | -51.4% |
| All | +55.8% | +122.2% | -66.4% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 3y: compounded portfolio wealth divided by compounded VTR 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…
3y analysis · Full analysis span regression · 6 months rolling