+63.6%
VXUS vs DOCS
+50.6%
+13.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.3% | +0.6% | -3.5% |
| 7D | -3.4% | -1.3% | -2.1% | -3.4% |
| 30D | -5.8% | +19.4% | -25.2% | -6.4% |
| 3M | -6.4% | +53.4% | -59.8% | -8.0% |
| 6M | -2.5% | +28.8% | -31.3% | -3.7% |
| YTD | +7.9% | -25.1% | +33.0% | +9.1% |
| 1Y | +11.5% | -48.1% | +59.6% | +14.7% |
| All | +63.6% | +50.6% | +13.0% | +58.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling