+56.2%
VEA vs DOCS
-19.0%
+75.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | 0.0% |
| 7D | +2.3% | +2.6% | -0.3% | +2.1% |
| 30D | +0.2% | +11.4% | -11.2% | -0.5% |
| 3M | -5.3% | +25.4% | -30.7% | -6.8% |
| 6M | -0.9% | +42.5% | -43.5% | -3.9% |
| YTD | +12.2% | -24.7% | +36.9% | +13.5% |
| 1Y | +16.1% | -32.9% | +49.0% | +18.3% |
| 3Y | +73.0% | +39.6% | +33.4% | +61.9% |
| 5Y | +53.7% | -54.6% | +108.3% | +49.0% |
| All | +56.2% | -19.0% | +75.2% | +51.0% |
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