+282.8%
DOCT vs VOO
+145.8%
+137.0%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.4% |
| 7D | -0.5% | -0.9% | +0.4% | -0.3% |
| 30D | -0.2% | -2.3% | +2.2% | +0.5% |
| 3M | +1.5% | -1.2% | +2.6% | +1.7% |
| 6M | +4.6% | +3.3% | +1.2% | +3.6% |
| YTD | +8.8% | +12.3% | -3.5% | +5.3% |
| 1Y | +9.6% | +12.5% | -2.9% | +6.0% |
| 3Y | +37.6% | +79.2% | -41.6% | +20.2% |
| 5Y | +46.7% | +75.7% | -28.9% | +22.8% |
| All | +282.8% | +145.8% | +137.0% | +315.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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