+117.2%
V vs DOCS
-53.1%
+170.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +6.3% | -2.5% | +3.3% |
| 7D | +9.0% | +1.2% | +7.8% | +8.9% |
| 30D | +18.1% | +21.3% | -3.2% | +16.3% |
| 3M | +18.3% | +58.4% | -40.0% | +13.6% |
| 6M | +34.1% | +39.3% | -5.2% | +29.5% |
| YTD | +25.2% | -21.7% | +46.9% | +26.5% |
| 1Y | +29.3% | -47.3% | +76.6% | +34.7% |
| 3Y | +83.4% | +58.2% | +25.2% | +69.6% |
| 5Y | +117.2% | -52.3% | +169.5% | +105.1% |
| All | +117.2% | -53.1% | +170.3% | +105.1% |
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 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