+13.7%
DOC vs VOO
+308.7%
-295.0%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.4% | +4.1% | +3.4% |
| 7D | +6.2% | -4.7% | +10.9% | +10.4% |
| 30D | +6.5% | -5.9% | +12.4% | +11.7% |
| 3M | -6.2% | -4.5% | -1.7% | -2.9% |
| 6M | +25.6% | +1.9% | +23.7% | +22.9% |
| YTD | +32.1% | +8.4% | +23.7% | +22.3% |
| 1Y | +20.3% | +9.5% | +10.8% | +10.3% |
| 3Y | +42.7% | +75.3% | -32.5% | -15.1% |
| 5Y | -22.2% | +67.9% | -90.0% | -52.3% |
| All | +13.7% | +308.7% | -295.0% | -60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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