+76.9%
VTV vs DOCS
+32.7%
+44.3%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.2% |
| 7D | 0.0% | -0.6% | +0.6% | +0.1% |
| 30D | +3.2% | +6.3% | -3.1% | +3.0% |
| 3M | +1.7% | +26.5% | -24.8% | +0.7% |
| 6M | +11.0% | +24.8% | -13.8% | +9.8% |
| YTD | +21.0% | -26.8% | +47.8% | +22.6% |
| 1Y | +24.3% | -38.3% | +62.5% | +26.9% |
| 3Y | +76.9% | +36.0% | +40.9% | +72.5% |
| All | +76.9% | +32.7% | +44.3% | +72.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling