-51.1%
DOCS price history and return analytics
+53.2%
-104.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.1% | -0.2% | +1.7% |
| 7D | -1.3% | -4.2% | +2.8% | +5.1% |
| 30D | +19.4% | -5.8% | +25.2% | +30.4% |
| 3M | +53.4% | -5.2% | +58.6% | +66.5% |
| 6M | +28.8% | +0.1% | +28.6% | +26.6% |
| YTD | -25.1% | +8.2% | -33.3% | -35.8% |
| 1Y | -48.1% | +10.1% | -58.3% | -56.9% |
| 3Y | +51.4% | +69.7% | -18.3% | -41.2% |
| 5Y | -51.1% | +53.4% | -104.5% | -74.5% |
| All | -51.1% | +53.2% | -104.3% | -74.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling