+282.0%
DOCT vs VOO
+145.0%
+137.0%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | +1.6% | +3.3% | -1.7% | +0.7% |
| 30D | -0.3% | -2.7% | +2.4% | +0.4% |
| 3M | +1.1% | -1.7% | +2.9% | +1.6% |
| 6M | +4.3% | +3.1% | +1.2% | +3.4% |
| YTD | +8.5% | +11.9% | -3.4% | +5.2% |
| 1Y | +9.4% | +12.1% | -2.7% | +6.0% |
| 3Y | +37.3% | +78.6% | -41.3% | +20.0% |
| 5Y | +46.2% | +73.8% | -27.6% | +22.0% |
| All | +282.0% | +145.0% | +137.0% | +314.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling