+81.5%
VTI vs DOCS
-19.3%
+100.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.5% | -1.2% | +1.0% |
| 7D | -0.7% | -4.2% | +3.5% | -0.3% |
| 30D | -1.9% | +8.6% | -10.6% | -2.7% |
| 3M | -1.4% | +27.2% | -28.7% | -3.7% |
| 6M | +3.5% | +26.5% | -23.0% | +0.2% |
| YTD | +12.6% | -25.0% | +37.6% | +14.2% |
| 1Y | +12.7% | -37.0% | +49.7% | +16.3% |
| 3Y | +78.8% | +39.4% | +39.4% | +65.0% |
| 5Y | +67.2% | -56.7% | +123.9% | +61.0% |
| All | +81.5% | -19.3% | +100.8% | +75.4% |
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