-61.5%
DOCS vs VTEB
+3.1%
-64.7%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.9% |
| 7D | -1.4% | -0.8% | -0.7% | +0.3% |
| 30D | +21.8% | -1.3% | +23.2% | +26.1% |
| 3M | +27.3% | -2.1% | +29.4% | +32.1% |
| 6M | -0.3% | -1.7% | +1.3% | +2.2% |
| YTD | -40.5% | -0.6% | -39.9% | -40.0% |
| 1Y | -61.5% | +3.1% | -64.6% | -61.9% |
| All | -61.5% | +3.1% | -64.7% | -61.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling