+86.3%
VTV vs DOCS
-36.0%
+122.3%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.5% | -0.1% |
| 7D | +0.5% | -1.4% | +1.9% | +0.6% |
| 30D | +1.1% | +21.8% | -20.7% | -0.1% |
| 3M | +5.9% | +27.3% | -21.4% | +4.3% |
| 6M | +11.6% | -0.3% | +12.0% | +11.0% |
| YTD | +19.8% | -40.5% | +60.3% | +22.3% |
| 1Y | +26.2% | -61.5% | +87.8% | +31.8% |
| 3Y | +68.5% | +8.2% | +60.3% | +63.4% |
| 5Y | +79.9% | -73.4% | +153.3% | +77.8% |
| All | +86.3% | -36.0% | +122.3% | +83.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling