+22.3%
DOC vs VOO
+77.8%
-55.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.6% |
| 7D | -1.5% | +0.1% | -1.6% | -1.5% |
| 30D | -4.8% | +0.1% | -4.8% | -4.8% |
| 3M | +6.9% | +2.0% | +4.9% | +5.4% |
| 6M | +20.7% | +13.0% | +7.7% | +11.8% |
| YTD | +34.1% | +13.6% | +20.6% | +23.7% |
| 1Y | +22.6% | +20.1% | +2.6% | +8.9% |
| All | +22.3% | +77.8% | -55.5% | -31.6% |
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