+905.2%
VRT vs DOCS
-73.4%
+978.7%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.8% | +7.1% | +4.9% |
| 7D | +9.1% | -1.4% | +10.5% | +9.4% |
| 30D | +0.9% | +21.8% | -20.9% | -4.4% |
| 3M | -13.4% | +27.3% | -40.7% | -19.2% |
| 6M | +11.7% | -0.3% | +12.0% | +8.1% |
| YTD | +73.2% | -40.5% | +113.7% | +88.1% |
| 1Y | +123.4% | -61.5% | +185.0% | +169.6% |
| 3Y | +606.2% | +8.2% | +598.0% | +514.4% |
| All | +905.2% | -73.4% | +978.7% | +922.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling