+54.3%
VEA vs DOCS
-54.3%
+108.7%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.1% | +1.8% | +2.8% |
| 7D | +0.4% | 0.0% | +0.4% | +0.4% |
| 30D | -0.7% | +7.8% | -8.4% | -1.2% |
| 3M | -3.9% | +20.0% | -23.8% | -5.3% |
| 6M | -0.6% | +26.5% | -27.1% | -3.1% |
| YTD | +12.9% | -25.8% | +38.7% | +14.6% |
| 1Y | +18.4% | -39.5% | +57.8% | +22.2% |
| 3Y | +75.3% | +60.3% | +14.9% | +58.4% |
| 5Y | +54.3% | -57.0% | +111.4% | +50.7% |
| All | +54.3% | -54.3% | +108.7% | +50.7% |
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 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