+43.9%
DOC vs VOO
+75.0%
-31.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.4% | +4.1% | +2.1% |
| 7D | +6.2% | -4.7% | +10.9% | +8.9% |
| 30D | +6.5% | -5.9% | +12.4% | +9.9% |
| 3M | -6.2% | -4.5% | -1.7% | -4.1% |
| 6M | +25.6% | +1.9% | +23.7% | +23.6% |
| YTD | +32.1% | +8.4% | +23.7% | +25.3% |
| 1Y | +20.3% | +9.5% | +10.8% | +13.4% |
| All | +43.9% | +75.0% | -31.0% | -29.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling