+27.6%
DOC vs VIG
+12.1%
+15.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.1% | +1.0% | +1.0% |
| 7D | +8.7% | +2.7% | +6.0% | +5.9% |
| 30D | +7.6% | +7.0% | +0.6% | +1.0% |
| 3M | -5.3% | +4.0% | -9.3% | -8.8% |
| 6M | +27.6% | +12.3% | +15.3% | +10.4% |
| All | +27.6% | +12.1% | +15.5% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 6mo: compounded portfolio wealth divided by compounded VIG 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…
6mo analysis · Full analysis span regression · 6 months rolling