+22.5%
VWO vs DOCS
-20.2%
+42.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.1% | +1.3% | +2.3% |
| 7D | +1.6% | 0.0% | +1.6% | +1.6% |
| 30D | -5.3% | +7.8% | -13.0% | -5.7% |
| 3M | -6.2% | +20.0% | -26.2% | -7.4% |
| 6M | -6.2% | +26.5% | -32.7% | -8.3% |
| YTD | +5.6% | -25.8% | +31.4% | +6.9% |
| 1Y | +6.2% | -39.5% | +45.6% | +9.0% |
| 3Y | +57.5% | +60.3% | -2.8% | +45.5% |
| 5Y | +28.0% | -57.0% | +85.1% | +25.2% |
| All | +22.5% | -20.2% | +42.6% | +17.8% |
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