+59.8%
VTI vs DOCS
-51.8%
+111.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.0% | +2.4% | +0.6% |
| 7D | -2.6% | -0.8% | -1.8% | -2.5% |
| 30D | -5.0% | +17.4% | -22.4% | -6.6% |
| 3M | -4.3% | +57.4% | -61.6% | -9.4% |
| 6M | +0.6% | +26.5% | -26.0% | -3.1% |
| YTD | +8.9% | -26.6% | +35.5% | +11.1% |
| 1Y | +11.1% | -48.1% | +59.2% | +17.9% |
| 3Y | +74.5% | +52.6% | +21.9% | +54.7% |
| All | +59.8% | -51.8% | +111.7% | +54.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling