+542.8%
VRT vs DOCS
-54.0%
+596.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -4.3% | -9.7% | -13.2% |
| 7D | -28.1% | -1.3% | -26.8% | -28.0% |
| 30D | -30.2% | +19.4% | -49.6% | -32.7% |
| 3M | -36.4% | +53.4% | -89.8% | -42.9% |
| 6M | -48.2% | +28.8% | -76.9% | -52.4% |
| YTD | +9.2% | -25.1% | +34.2% | +13.1% |
| 1Y | -7.2% | -48.1% | +40.9% | +5.8% |
| 3Y | +338.7% | +51.4% | +287.3% | +245.0% |
| 5Y | +542.8% | -51.1% | +593.9% | +529.7% |
| All | +542.8% | -54.0% | +596.8% | +529.7% |
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 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