+91.0%
VOO vs DOCS
-19.0%
+110.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.4% |
| 7D | +2.6% | +2.6% | 0.0% | +2.4% |
| 30D | -2.0% | +11.4% | -13.4% | -2.9% |
| 3M | -2.8% | +25.4% | -28.2% | -4.7% |
| 6M | +2.2% | +42.5% | -40.4% | -1.8% |
| YTD | +11.5% | -24.7% | +36.2% | +13.0% |
| 1Y | +13.5% | -32.9% | +46.4% | +16.1% |
| 3Y | +78.1% | +39.6% | +38.5% | +65.6% |
| 5Y | +73.1% | -54.6% | +127.8% | +66.8% |
| All | +91.0% | -19.0% | +110.0% | +84.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling