+23.4%
VZ vs DOCS
-36.0%
+59.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.9% | -0.9% |
| 7D | +0.1% | -1.4% | +1.5% | +0.1% |
| 30D | +7.9% | +21.8% | -13.9% | +7.8% |
| 3M | +13.6% | +27.3% | -13.6% | +13.6% |
| 6M | +1.1% | -0.3% | +1.4% | +1.1% |
| YTD | +29.3% | -40.5% | +69.8% | +29.5% |
| 1Y | +21.2% | -61.5% | +82.8% | +21.6% |
| 3Y | +75.9% | +8.2% | +67.7% | +73.3% |
| 5Y | +24.1% | -73.4% | +97.5% | +22.3% |
| All | +23.4% | -36.0% | +59.4% | +21.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling