+74.6%
VTI vs DOCS
-73.4%
+148.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.5% | 0.0% |
| 7D | +0.1% | -1.4% | +1.5% | +0.2% |
| 30D | 0.0% | +21.8% | -21.8% | -2.5% |
| 3M | +2.0% | +27.3% | -25.3% | -1.2% |
| 6M | +13.0% | -0.3% | +13.3% | +11.6% |
| YTD | +13.9% | -40.5% | +54.4% | +18.8% |
| 1Y | +20.0% | -61.5% | +81.5% | +31.1% |
| 3Y | +75.8% | +8.2% | +67.6% | +63.5% |
| All | +74.6% | -73.4% | +148.0% | +74.5% |
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