+619.5%
VRT vs DOCS
+9.5%
+610.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.8% | +7.1% | +4.6% |
| 7D | +9.1% | -1.4% | +10.5% | +9.3% |
| 30D | +0.9% | +21.8% | -20.9% | -1.9% |
| 3M | -13.4% | +27.3% | -40.7% | -16.6% |
| 6M | +11.7% | -0.3% | +12.0% | +10.5% |
| YTD | +73.2% | -40.5% | +113.7% | +88.1% |
| 1Y | +123.4% | -61.5% | +185.0% | +165.1% |
| All | +619.5% | +9.5% | +610.0% | +638.7% |
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