+105.5%
VGT vs DOCS
-54.3%
+159.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.1% | +2.1% | +3.0% |
| 7D | -1.6% | 0.0% | -1.6% | -1.6% |
| 30D | -12.5% | +7.8% | -20.3% | -13.5% |
| 3M | -7.7% | +20.0% | -27.7% | -10.4% |
| 6M | -0.2% | +26.5% | -26.7% | -5.3% |
| YTD | +19.3% | -25.8% | +45.0% | +22.5% |
| 1Y | +18.2% | -39.5% | +57.6% | +25.3% |
| 3Y | +109.6% | +60.3% | +49.3% | +75.1% |
| 5Y | +105.5% | -57.0% | +162.5% | +104.4% |
| All | +105.5% | -54.3% | +159.9% | +104.4% |
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