+43.4%
VXUS vs DOCS
-21.0%
+64.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.2% | +0.3% |
| 7D | -1.8% | -0.8% | -1.0% | -1.7% |
| 30D | -4.6% | +17.4% | -22.0% | -5.6% |
| 3M | -6.1% | +57.4% | -63.4% | -9.2% |
| 6M | -4.9% | +26.5% | -31.4% | -7.0% |
| YTD | +8.1% | -26.6% | +34.6% | +9.4% |
| 1Y | +12.1% | -48.1% | +60.1% | +16.3% |
| 3Y | +63.9% | +52.6% | +11.2% | +52.0% |
| 5Y | +43.1% | -52.1% | +95.2% | +38.9% |
| All | +43.4% | -21.0% | +64.5% | +38.5% |
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