+76.6%
VTI vs DOCS
+32.7%
+43.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.3% |
| 7D | -0.4% | -0.6% | +0.1% | -0.4% |
| 30D | -3.2% | +6.3% | -9.5% | -3.6% |
| 3M | -2.9% | +26.5% | -29.4% | -4.5% |
| 6M | +2.4% | +24.8% | -22.4% | +0.3% |
| YTD | +11.2% | -26.8% | +38.0% | +13.2% |
| 1Y | +11.6% | -38.3% | +49.9% | +15.2% |
| 3Y | +76.6% | +36.0% | +40.5% | +72.4% |
| All | +76.6% | +32.7% | +43.9% | +72.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling