+14.4%
VGT vs DOCS
-49.1%
+63.5%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.0% | +3.4% | +1.4% |
| 7D | -7.2% | -0.8% | -6.5% | -7.2% |
| 30D | -16.1% | +17.4% | -33.5% | -16.3% |
| 3M | -9.2% | +57.4% | -66.5% | -9.9% |
| 6M | -0.7% | +26.5% | -27.3% | -1.0% |
| YTD | +15.6% | -26.6% | +42.1% | +15.5% |
| 1Y | +14.4% | -48.1% | +62.4% | +15.8% |
| All | +14.4% | -49.1% | +63.5% | +15.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling