+86.1%
V vs DOCS
-21.0%
+107.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.0% | +0.1% |
| 7D | +2.2% | -0.8% | +3.0% | +2.2% |
| 30D | +13.6% | +17.4% | -3.8% | +12.4% |
| 3M | +14.3% | +57.4% | -43.1% | +10.6% |
| 6M | +33.1% | +26.5% | +6.5% | +30.2% |
| YTD | +21.2% | -26.6% | +47.8% | +22.6% |
| 1Y | +26.4% | -48.1% | +74.5% | +30.5% |
| 3Y | +77.6% | +52.6% | +25.0% | +68.7% |
| 5Y | +102.6% | -52.1% | +154.7% | +96.0% |
| All | +86.1% | -21.0% | +107.1% | +83.7% |
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