+13.5%
VT vs DOCS
-50.6%
+64.1%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.9% | 0.0% |
| 7D | -1.6% | -1.9% | +0.3% | -1.6% |
| 30D | -2.5% | +16.7% | -19.2% | -2.7% |
| 3M | -1.3% | +50.5% | -51.8% | -1.8% |
| 6M | +3.1% | +30.5% | -27.4% | +2.7% |
| YTD | +10.9% | -26.4% | +37.3% | +11.7% |
| All | +13.5% | -50.6% | +64.1% | +16.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling