+278.3%
DOCT vs VOO
+144.6%
+133.7%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | -0.4% | -2.0% | +1.6% | +0.2% |
| 30D | +0.3% | -1.7% | +1.9% | +0.7% |
| 3M | +3.6% | +4.7% | -1.2% | +2.3% |
| 6M | +7.7% | +12.6% | -4.9% | +4.2% |
| YTD | +7.5% | +11.8% | -4.3% | +4.3% |
| 1Y | +11.5% | +17.5% | -6.0% | +6.7% |
| 3Y | +34.5% | +77.0% | -42.5% | +17.8% |
| 5Y | +46.9% | +82.6% | -35.6% | +25.9% |
| All | +278.3% | +144.6% | +133.7% | +310.9% |
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