+26.2%
VTV vs DOCS
-60.9%
+87.1%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.5% | -0.2% |
| 7D | +0.5% | -1.4% | +1.9% | +0.5% |
| 30D | +1.1% | +21.8% | -20.7% | +0.9% |
| 3M | +5.9% | +27.3% | -21.4% | +5.7% |
| 6M | +11.6% | -0.3% | +12.0% | +11.8% |
| YTD | +19.8% | -40.5% | +60.3% | +22.2% |
| 1Y | +26.2% | -61.5% | +87.8% | +33.4% |
| All | +26.2% | -60.9% | +87.1% | +33.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling