-4.4%
DOC vs VO
+194.3%
-198.7%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.6% |
| 7D | -1.5% | -0.3% | -1.2% | -1.3% |
| 30D | -4.8% | -0.3% | -4.4% | -4.5% |
| 3M | +6.9% | +2.9% | +3.9% | +3.9% |
| 6M | +20.7% | +9.3% | +11.4% | +11.1% |
| YTD | +34.1% | +14.2% | +20.0% | +18.4% |
| 1Y | +22.6% | +15.3% | +7.4% | +7.3% |
| 3Y | +20.8% | +56.2% | -35.4% | -20.5% |
| 5Y | -24.9% | +42.4% | -67.3% | -46.9% |
| All | -4.4% | +194.3% | -198.7% | -66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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