+13.8%
VRT vs DOCS
-47.4%
+61.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +6.3% | -19.2% | -11.8% |
| 7D | -15.4% | +1.2% | -16.6% | -15.0% |
| 30D | -19.0% | +21.3% | -40.3% | -16.1% |
| 3M | -23.8% | +58.4% | -82.2% | -17.2% |
| 6M | -37.9% | +39.3% | -77.2% | -32.5% |
| YTD | +27.0% | -21.7% | +48.7% | +37.3% |
| 1Y | +13.8% | -47.3% | +61.1% | +30.0% |
| All | +13.8% | -47.4% | +61.2% | +30.0% |
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