+94.5%
IVV vs DOCS
-36.0%
+130.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.8% | +2.4% | -0.2% |
| 7D | +0.1% | -1.4% | +1.5% | +0.2% |
| 30D | +0.1% | +21.8% | -21.7% | -2.0% |
| 3M | +2.0% | +27.3% | -25.3% | -0.6% |
| 6M | +13.0% | -0.3% | +13.4% | +11.9% |
| YTD | +13.6% | -40.5% | +54.1% | +17.5% |
| 1Y | +20.1% | -61.5% | +81.6% | +29.1% |
| 3Y | +77.6% | +8.2% | +69.4% | +68.5% |
| 5Y | +82.5% | -73.4% | +155.9% | +80.0% |
| All | +94.5% | -36.0% | +130.5% | +92.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling