+582.3%
VST vs DOCS
-53.1%
+635.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +6.3% | -20.2% | -14.3% |
| 7D | -15.7% | +1.2% | -16.9% | -15.9% |
| 30D | -17.0% | +21.3% | -38.3% | -18.5% |
| 3M | -15.9% | +58.4% | -74.3% | -19.9% |
| 6M | -25.0% | +39.3% | -64.3% | -28.1% |
| YTD | -25.1% | -21.7% | -3.4% | -24.0% |
| 1Y | -34.9% | -47.3% | +12.5% | -31.1% |
| 3Y | +252.7% | +58.2% | +194.5% | +244.5% |
| 5Y | +582.3% | -52.3% | +634.6% | +545.3% |
| All | +582.3% | -53.1% | +635.5% | +545.3% |
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