+24.3%
VTV vs DOCS
-40.0%
+64.2%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.1% |
| 7D | 0.0% | -0.6% | +0.6% | +0.1% |
| 30D | +3.2% | +6.3% | -3.1% | +3.2% |
| 3M | +1.7% | +26.5% | -24.8% | +1.6% |
| 6M | +11.0% | +24.8% | -13.8% | +11.1% |
| YTD | +21.0% | -26.8% | +47.8% | +23.6% |
| 1Y | +24.3% | -38.3% | +62.5% | +29.4% |
| All | +24.3% | -40.0% | +64.2% | +29.4% |
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