-4.4%
DOC vs VOO
+316.2%
-320.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.5% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | -4.8% | +0.1% | -4.8% | -4.8% |
| 3M | +6.9% | +2.0% | +4.9% | +4.7% |
| 6M | +20.7% | +13.0% | +7.7% | +8.4% |
| YTD | +34.1% | +13.6% | +20.6% | +19.8% |
| 1Y | +22.6% | +20.1% | +2.6% | +4.2% |
| 3Y | +20.8% | +77.6% | -56.7% | -28.6% |
| 5Y | -24.9% | +82.4% | -107.3% | -57.3% |
| All | -4.4% | +316.2% | -320.6% | -73.0% |
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