+61.6%
VEA vs DOCS
-73.4%
+135.0%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.8% | +3.2% | +0.6% |
| 7D | +1.0% | -1.4% | +2.4% | +1.1% |
| 30D | +1.9% | +21.8% | -19.9% | +0.1% |
| 3M | +3.2% | +27.3% | -24.1% | +0.9% |
| 6M | +10.2% | -0.3% | +10.6% | +9.3% |
| YTD | +18.9% | -40.5% | +59.4% | +22.6% |
| 1Y | +29.3% | -61.5% | +90.9% | +38.0% |
| 3Y | +76.8% | +8.2% | +68.6% | +66.4% |
| All | +61.6% | -73.4% | +135.0% | +61.8% |
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