+15.4%
VZ vs DOCS
-15.8%
+31.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.3% | -4.3% | +2.0% |
| 7D | +6.9% | +1.2% | +5.7% | +6.9% |
| 30D | +2.3% | +21.3% | -19.0% | +2.2% |
| 3M | 0.0% | +58.4% | -58.4% | -0.1% |
| 6M | +0.2% | +39.3% | -39.1% | +0.2% |
| YTD | +20.9% | -21.7% | +42.6% | +21.0% |
| 1Y | +25.2% | -47.3% | +72.6% | +25.5% |
| 3Y | +55.9% | +58.2% | -2.3% | +53.3% |
| 5Y | +22.6% | -52.3% | +74.9% | +20.7% |
| All | +15.4% | -15.8% | +31.2% | +13.2% |
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