+346.3%
VRT vs DOCS
+50.6%
+295.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -4.3% | -9.7% | -13.6% |
| 7D | -28.1% | -1.3% | -26.8% | -28.0% |
| 30D | -30.2% | +19.4% | -49.6% | -31.3% |
| 3M | -36.4% | +53.4% | -89.8% | -39.4% |
| 6M | -48.2% | +28.8% | -76.9% | -49.9% |
| YTD | +9.2% | -25.1% | +34.2% | +15.6% |
| 1Y | -7.2% | -48.1% | +40.9% | +5.7% |
| All | +346.3% | +50.6% | +295.7% | +343.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling