+89.7%
VTV vs DOCS
-19.0%
+108.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.2% |
| 7D | +2.9% | +2.6% | +0.4% | +2.8% |
| 30D | +3.8% | +11.4% | -7.6% | +3.2% |
| 3M | +1.6% | +25.4% | -23.8% | +0.4% |
| 6M | +11.2% | +42.5% | -31.3% | +8.7% |
| YTD | +22.0% | -24.7% | +46.7% | +23.0% |
| 1Y | +24.9% | -32.9% | +57.8% | +26.7% |
| 3Y | +78.5% | +39.6% | +38.8% | +71.1% |
| 5Y | +77.8% | -54.6% | +132.4% | +73.2% |
| All | +89.7% | -19.0% | +108.7% | +84.3% |
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