+198.1%
DOCN vs VTEB
+4.0%
+194.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | 0.0% | +12.7% | +12.7% |
| 7D | +16.3% | -0.2% | +16.5% | +16.8% |
| 30D | +2.0% | -1.6% | +3.6% | +5.5% |
| 3M | -25.2% | -2.0% | -23.2% | -22.1% |
| 6M | +132.7% | -1.7% | +134.4% | +140.8% |
| YTD | +163.3% | -0.6% | +163.9% | +166.6% |
| 1Y | +280.3% | +1.8% | +278.5% | +266.0% |
| 3Y | +371.8% | +9.6% | +362.3% | +272.1% |
| 5Y | +87.1% | +2.1% | +85.0% | +71.0% |
| All | +198.1% | +4.0% | +194.1% | +132.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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