+191.4%
TRV vs DOCS
-20.2%
+211.6%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | 0.0% |
| 7D | -0.9% | 0.0% | -0.9% | -0.9% |
| 30D | +7.2% | +7.8% | -0.6% | +7.1% |
| 3M | +3.2% | +20.0% | -16.8% | +2.9% |
| 6M | +33.6% | +26.5% | +7.1% | +33.1% |
| YTD | +37.8% | -25.8% | +63.6% | +38.1% |
| 1Y | +43.4% | -39.5% | +82.9% | +44.1% |
| 3Y | +146.7% | +60.3% | +86.3% | +145.6% |
| 5Y | +176.1% | -57.0% | +233.1% | +176.8% |
| All | +191.4% | -20.2% | +211.6% | +190.0% |
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