-38.7%
DOCS price history and return analytics
+62.6%
-101.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.3% | -2.4% |
| 7D | -0.8% | -2.3% | +1.6% | +2.8% |
| 30D | +17.4% | -5.0% | +22.4% | +26.7% |
| 3M | +57.4% | -4.9% | +62.2% | +69.9% |
| 6M | +26.5% | -1.5% | +28.1% | +27.9% |
| YTD | -26.6% | +8.5% | -35.1% | -37.4% |
| 1Y | -48.1% | +11.4% | -59.4% | -57.7% |
| 3Y | +52.6% | +70.1% | -17.4% | -41.2% |
| 5Y | -52.1% | +53.7% | -105.8% | -75.2% |
| All | -38.7% | +62.6% | -101.2% | -70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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