-21.4%
DOC vs VOO
+76.7%
-98.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.6% | +1.5% | +2.0% |
| 7D | +8.7% | -0.7% | +9.5% | +9.2% |
| 30D | +7.6% | -1.1% | +8.7% | +8.3% |
| 3M | -5.3% | -0.3% | -4.9% | -5.2% |
| 6M | +27.6% | +7.4% | +20.3% | +21.1% |
| YTD | +32.4% | +13.4% | +19.0% | +20.9% |
| 1Y | +22.9% | +14.8% | +8.1% | +11.1% |
| 3Y | +43.1% | +83.3% | -40.2% | -10.3% |
| 5Y | -21.4% | +76.1% | -97.5% | -50.7% |
| All | -21.4% | +76.7% | -98.1% | -50.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling