+4.8%
VWO vs DOCS
-39.1%
+43.9%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.1% | +1.3% | +2.4% |
| 7D | +1.6% | 0.0% | +1.6% | +1.7% |
| 30D | -5.3% | +7.8% | -13.0% | -5.2% |
| 3M | -6.2% | +20.0% | -26.2% | -6.1% |
| 6M | -6.2% | +26.5% | -32.7% | -6.1% |
| YTD | +5.6% | -25.8% | +31.4% | +5.3% |
| All | +4.8% | -39.1% | +43.9% | +4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling