+23.9%
VZ vs DOCS
-49.5%
+73.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.3% | +4.2% | -0.2% |
| 7D | +5.6% | -1.3% | +7.0% | +5.6% |
| 30D | +1.9% | +19.4% | -17.5% | +2.1% |
| 3M | +0.8% | +53.4% | -52.6% | +1.3% |
| 6M | +0.6% | +28.8% | -28.1% | +0.9% |
| YTD | +20.8% | -25.1% | +45.8% | +20.3% |
| 1Y | +23.9% | -48.1% | +72.1% | +25.0% |
| All | +23.9% | -49.5% | +73.4% | +25.0% |
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