+78.8%
VUG vs DOCS
-21.0%
+99.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.0% | +2.9% | +1.2% |
| 7D | -3.4% | -0.8% | -2.6% | -3.3% |
| 30D | -11.1% | +17.4% | -28.5% | -12.9% |
| 3M | -7.2% | +57.4% | -64.6% | -13.0% |
| 6M | -4.1% | +26.5% | -30.7% | -8.3% |
| YTD | +1.4% | -26.6% | +28.0% | +3.6% |
| 1Y | +1.9% | -48.1% | +50.0% | +8.8% |
| 3Y | +77.7% | +52.6% | +25.1% | +56.7% |
| 5Y | +57.6% | -52.1% | +109.7% | +50.4% |
| All | +78.8% | -21.0% | +99.8% | +72.7% |
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