+42.9%
VXUS vs DOCS
-54.0%
+96.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.3% | +0.6% | -3.4% |
| 7D | -3.4% | -1.3% | -2.1% | -3.3% |
| 30D | -5.8% | +19.4% | -25.2% | -7.0% |
| 3M | -6.4% | +53.4% | -59.8% | -9.7% |
| 6M | -2.5% | +28.8% | -31.3% | -5.1% |
| YTD | +7.9% | -25.1% | +33.0% | +9.4% |
| 1Y | +11.5% | -48.1% | +59.6% | +16.4% |
| 3Y | +63.4% | +51.4% | +12.1% | +49.1% |
| 5Y | +42.9% | -51.1% | +94.0% | +38.1% |
| All | +42.9% | -54.0% | +96.9% | +38.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling