+74.5%
VTI vs DOCS
+47.6%
+26.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.0% | +2.4% | +0.5% |
| 7D | -2.6% | -0.8% | -1.8% | -2.5% |
| 30D | -5.0% | +17.4% | -22.4% | -6.0% |
| 3M | -4.3% | +57.4% | -61.6% | -7.5% |
| 6M | +0.6% | +26.5% | -26.0% | -1.7% |
| YTD | +8.9% | -26.6% | +35.5% | +10.9% |
| 1Y | +11.1% | -48.1% | +59.2% | +16.3% |
| 3Y | +74.5% | +52.6% | +21.9% | +67.8% |
| All | +74.5% | +47.6% | +26.9% | +67.8% |
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