+76.1%
IVV vs DOCS
-53.1%
+129.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.3% | -4.7% | +1.0% |
| 7D | -0.7% | +1.2% | -1.9% | -0.8% |
| 30D | -1.0% | +21.3% | -22.3% | -2.9% |
| 3M | -0.3% | +58.4% | -58.7% | -5.3% |
| 6M | +7.4% | +39.3% | -31.9% | +2.7% |
| YTD | +13.4% | -21.7% | +35.1% | +14.8% |
| 1Y | +14.8% | -47.3% | +62.1% | +21.2% |
| 3Y | +83.3% | +58.2% | +25.2% | +63.9% |
| 5Y | +76.1% | -52.3% | +128.4% | +68.6% |
| All | +76.1% | -53.1% | +129.3% | +68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 5y: compounded portfolio wealth divided by compounded DOCS 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…
5y analysis · Full analysis span regression · 6 months rolling