+21.5%
VZ vs DOCS
-54.0%
+75.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.3% | +4.2% | -0.1% |
| 7D | +5.6% | -1.3% | +7.0% | +5.6% |
| 30D | +1.9% | +19.4% | -17.5% | +1.8% |
| 3M | +0.8% | +53.4% | -52.6% | +0.7% |
| 6M | +0.6% | +28.8% | -28.1% | +0.6% |
| YTD | +20.8% | -25.1% | +45.8% | +20.9% |
| 1Y | +23.9% | -48.1% | +72.1% | +24.2% |
| 3Y | +55.7% | +51.4% | +4.3% | +52.5% |
| 5Y | +21.5% | -51.1% | +72.6% | +17.8% |
| All | +21.5% | -54.0% | +75.5% | +17.8% |
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