+32.2%
VWO vs DOCS
-40.7%
+72.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.3% | +7.0% | +0.1% |
| 7D | +0.9% | -7.3% | +8.2% | +1.4% |
| 30D | +1.3% | -10.9% | +12.1% | +1.9% |
| 3M | +5.1% | +20.3% | -15.2% | +3.4% |
| 6M | +12.5% | -3.6% | +16.2% | +11.9% |
| YTD | +14.0% | -44.9% | +58.9% | +17.7% |
| 1Y | +19.7% | -64.9% | +84.6% | +27.5% |
| 3Y | +66.8% | +7.6% | +59.2% | +58.5% |
| 5Y | +36.2% | -74.0% | +110.1% | +36.6% |
| All | +32.2% | -40.7% | +72.9% | +29.6% |
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