+8.9%
DOCS vs VTEB
+9.3%
-0.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | -1.4% | -0.8% | -0.7% | 0.0% |
| 30D | +21.8% | -1.3% | +23.2% | +25.1% |
| 3M | +27.3% | -2.1% | +29.4% | +32.5% |
| 6M | -0.3% | -1.7% | +1.3% | +3.1% |
| YTD | -40.5% | -0.6% | -39.9% | -39.7% |
| 1Y | -61.5% | +3.1% | -64.6% | -63.4% |
| All | +8.9% | +9.3% | -0.4% | -13.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling