+65.5%
VEA vs DOCS
-36.0%
+101.5%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.8% | +3.2% | +0.6% |
| 7D | +1.0% | -1.4% | +2.4% | +1.0% |
| 30D | +1.9% | +21.8% | -19.9% | +0.3% |
| 3M | +3.2% | +27.3% | -24.1% | +1.2% |
| 6M | +10.2% | -0.3% | +10.6% | +9.4% |
| YTD | +18.9% | -40.5% | +59.4% | +22.2% |
| 1Y | +29.3% | -61.5% | +90.9% | +37.0% |
| 3Y | +76.8% | +8.2% | +68.6% | +68.1% |
| 5Y | +61.2% | -73.4% | +134.7% | +59.6% |
| All | +65.5% | -36.0% | +101.5% | +62.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling