+87.9%
VTV vs DOCS
-20.2%
+108.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.1% | +0.9% | +1.9% |
| 7D | -0.5% | 0.0% | -0.5% | -0.5% |
| 30D | +3.1% | +7.8% | -4.7% | +2.7% |
| 3M | +1.8% | +20.0% | -18.1% | +0.8% |
| 6M | +10.9% | +26.5% | -15.6% | +9.0% |
| YTD | +20.9% | -25.8% | +46.6% | +22.0% |
| 1Y | +24.6% | -39.5% | +64.1% | +27.1% |
| 3Y | +78.6% | +60.3% | +18.2% | +69.7% |
| 5Y | +76.4% | -57.0% | +133.4% | +72.1% |
| All | +87.9% | -20.2% | +108.1% | +82.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling