+43.7%
DOCT vs VT
+53.2%
-9.5%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.1% | +1.8% | -0.6% |
| 7D | -2.4% | -4.2% | +1.8% | -0.7% |
| 30D | -1.8% | -5.8% | +4.0% | +0.6% |
| 3M | -0.2% | -5.2% | +5.1% | +2.0% |
| 6M | +3.3% | +0.1% | +3.2% | +3.1% |
| YTD | +6.9% | +8.2% | -1.3% | +3.1% |
| 1Y | +8.0% | +10.1% | -2.1% | +3.5% |
| 3Y | +36.1% | +69.7% | -33.6% | +9.1% |
| 5Y | +43.7% | +53.4% | -9.7% | +19.6% |
| All | +43.7% | +53.2% | -9.5% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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