+123.4%
VRT vs DOCS
-60.9%
+184.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.8% | +7.1% | +4.0% |
| 7D | +9.1% | -1.4% | +10.5% | +8.9% |
| 30D | +0.9% | +21.8% | -20.9% | +4.3% |
| 3M | -13.4% | +27.3% | -40.7% | -9.4% |
| 6M | +11.7% | -0.3% | +12.0% | +15.0% |
| YTD | +73.2% | -40.5% | +113.7% | +82.5% |
| 1Y | +123.4% | -61.5% | +185.0% | +164.0% |
| All | +123.4% | -60.9% | +184.3% | +164.0% |
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