+191.4%
TRV vs DOCS
-21.0%
+212.4%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.0% | +0.1% | -1.9% |
| 7D | -0.3% | -0.8% | +0.5% | -0.2% |
| 30D | +9.6% | +17.4% | -7.8% | +9.4% |
| 3M | +2.7% | +57.4% | -54.6% | +2.2% |
| 6M | +32.0% | +26.5% | +5.5% | +31.5% |
| YTD | +37.8% | -26.6% | +64.4% | +38.1% |
| 1Y | +45.2% | -48.1% | +93.3% | +46.2% |
| 3Y | +145.3% | +52.6% | +92.6% | +144.3% |
| 5Y | +172.3% | -52.1% | +224.4% | +172.4% |
| All | +191.4% | -21.0% | +212.4% | +190.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling