+69.2%
VEA vs DOCS
+50.6%
+18.6%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.3% | +0.6% | -3.6% |
| 7D | -3.2% | -1.3% | -1.9% | -3.2% |
| 30D | -4.1% | +19.4% | -23.5% | -4.7% |
| 3M | -5.5% | +53.4% | -58.9% | -7.1% |
| 6M | -0.4% | +28.8% | -29.1% | -1.6% |
| YTD | +10.2% | -25.1% | +35.3% | +11.5% |
| 1Y | +15.3% | -48.1% | +63.5% | +18.7% |
| All | +69.2% | +50.6% | +18.6% | +63.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling