+79.9%
VTI vs DOCS
-20.2%
+100.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.1% | +1.4% | +2.4% |
| 7D | +0.2% | 0.0% | +0.2% | +0.2% |
| 30D | -2.9% | +7.8% | -10.7% | -3.6% |
| 3M | -2.6% | +20.0% | -22.6% | -4.4% |
| 6M | +2.8% | +26.5% | -23.8% | -0.5% |
| YTD | +11.6% | -25.8% | +37.3% | +13.3% |
| 1Y | +13.6% | -39.5% | +53.1% | +17.7% |
| 3Y | +79.9% | +60.3% | +19.5% | +63.2% |
| 5Y | +64.3% | -57.0% | +121.3% | +58.3% |
| All | +79.9% | -20.2% | +100.0% | +74.0% |
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 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