+53.1%
DOCS price history and return analytics
+73.6%
-20.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.9% | -0.9% |
| 7D | -1.9% | -1.6% | -0.3% | -0.3% |
| 30D | +16.7% | -2.5% | +19.2% | +19.8% |
| 3M | +50.5% | -1.3% | +51.8% | +53.0% |
| 6M | +30.5% | +3.1% | +27.4% | +25.3% |
| YTD | -26.4% | +10.9% | -37.3% | -35.7% |
| 1Y | -51.3% | +12.1% | -63.4% | -58.1% |
| All | +53.1% | +73.6% | -20.5% | -45.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling