+65.3%
VTI vs DOCS
-49.9%
+115.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.2% |
| 7D | -0.4% | -0.6% | +0.1% | -0.4% |
| 30D | -3.2% | +6.3% | -9.5% | -3.9% |
| 3M | -2.9% | +26.5% | -29.4% | -5.5% |
| 6M | +2.4% | +24.8% | -22.4% | -1.2% |
| YTD | +11.2% | -26.8% | +38.0% | +13.5% |
| 1Y | +11.6% | -38.3% | +49.9% | +16.1% |
| 3Y | +76.6% | +36.0% | +40.5% | +59.4% |
| 5Y | +65.3% | -55.0% | +120.3% | +60.6% |
| All | +65.3% | -49.9% | +115.1% | +60.6% |
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