-52.9%
DOCS vs VTEB
+2.5%
-55.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +1.1% |
| 7D | +2.6% | -1.2% | +3.8% | +5.2% |
| 30D | +11.4% | +2.5% | +9.0% | +5.7% |
| 3M | +25.4% | -1.7% | +27.1% | +29.8% |
| 6M | +42.5% | -1.2% | +43.8% | +46.6% |
| YTD | -24.7% | -0.5% | -24.2% | -23.9% |
| 1Y | -32.9% | -0.1% | -32.9% | -32.8% |
| 3Y | +39.6% | +10.5% | +29.2% | +11.3% |
| All | -52.9% | +2.5% | -55.4% | -64.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling