+500.1%
VST vs DOCS
-54.0%
+554.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -4.3% | -1.9% | -5.8% |
| 7D | -19.9% | -1.3% | -18.6% | -19.9% |
| 30D | -29.7% | +19.4% | -49.1% | -30.8% |
| 3M | -19.6% | +53.4% | -73.0% | -23.3% |
| 6M | -29.4% | +28.8% | -58.2% | -31.8% |
| YTD | -29.7% | -25.1% | -4.6% | -28.4% |
| 1Y | -40.0% | -48.1% | +8.1% | -36.4% |
| 3Y | +231.0% | +51.4% | +179.6% | +223.4% |
| 5Y | +500.1% | -51.1% | +551.2% | +481.7% |
| All | +500.1% | -54.0% | +554.0% | +481.7% |
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