-50.3%
DOCS price history and return analytics
+72.9%
-123.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.7% | -2.7% |
| 7D | -1.4% | +0.4% | -1.9% | -2.1% |
| 30D | +21.8% | +1.0% | +20.8% | +20.4% |
| 3M | +27.3% | +2.4% | +24.9% | +22.3% |
| 6M | -0.3% | +12.0% | -12.3% | -17.7% |
| YTD | -40.5% | +15.3% | -55.8% | -53.7% |
| 1Y | -61.5% | +22.6% | -84.1% | -73.0% |
| 3Y | +8.2% | +74.7% | -66.5% | -59.4% |
| 5Y | -73.4% | +66.1% | -139.6% | -87.6% |
| All | -50.3% | +72.9% | -123.1% | -78.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling