-53.9%
DOCS vs VTEB
+2.5%
-56.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | 0.0% | -7.3% | -7.3% |
| 7D | -7.3% | -0.2% | -7.1% | -6.9% |
| 30D | -10.9% | -1.6% | -9.3% | -7.7% |
| 3M | +20.3% | -2.0% | +22.3% | +25.7% |
| 6M | -3.6% | -1.7% | -1.9% | +0.2% |
| YTD | -44.9% | -0.6% | -44.3% | -44.1% |
| 1Y | -64.9% | +1.8% | -66.7% | -66.1% |
| 3Y | +7.6% | +9.6% | -2.0% | -11.8% |
| 5Y | -74.0% | +2.1% | -76.0% | -79.7% |
| All | -53.9% | +2.5% | -56.4% | -64.5% |
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