+72.7%
VT vs DOCS
-36.0%
+108.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.7% | +0.2% |
| 7D | +0.4% | -1.4% | +1.9% | +0.6% |
| 30D | +1.0% | +21.8% | -20.8% | -1.1% |
| 3M | +2.4% | +27.3% | -24.9% | -0.1% |
| 6M | +12.0% | -0.3% | +12.3% | +11.0% |
| YTD | +15.3% | -40.5% | +55.8% | +19.2% |
| 1Y | +22.6% | -61.5% | +84.1% | +31.4% |
| 3Y | +74.7% | +8.2% | +66.5% | +65.4% |
| 5Y | +66.1% | -73.4% | +139.6% | +64.2% |
| All | +72.7% | -36.0% | +108.7% | +69.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling