+10.1%
VT vs DOCS
-49.5%
+59.6%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.3% | +0.2% | -4.0% |
| 7D | -4.2% | -1.3% | -2.8% | -4.1% |
| 30D | -5.8% | +19.4% | -25.2% | -6.0% |
| 3M | -5.2% | +53.4% | -58.6% | -5.8% |
| 6M | +0.1% | +28.8% | -28.6% | -0.2% |
| YTD | +8.2% | -25.1% | +33.3% | +9.0% |
| 1Y | +10.1% | -48.1% | +58.3% | +13.1% |
| All | +10.1% | -49.5% | +59.6% | +13.1% |
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