+797.5%
VST vs DOCS
-36.0%
+833.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.8% | +6.3% | +3.7% |
| 7D | +8.9% | -1.4% | +10.3% | +9.0% |
| 30D | +6.2% | +21.8% | -15.6% | +3.9% |
| 3M | -2.7% | +27.3% | -30.0% | -5.3% |
| 6M | -8.4% | -0.3% | -8.0% | -9.2% |
| YTD | -7.2% | -40.5% | +33.3% | -3.9% |
| 1Y | -20.9% | -61.5% | +40.6% | -14.6% |
| 3Y | +384.0% | +8.2% | +375.8% | +386.0% |
| 5Y | +757.1% | -73.4% | +830.5% | +777.2% |
| All | +797.5% | -36.0% | +833.5% | +785.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling