+297.5%
DOO vs VT
+224.5%
+73.0%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | 0.0% | +4.8% | +4.9% |
| 7D | +8.7% | +0.4% | +8.3% | +8.1% |
| 30D | +2.7% | +1.0% | +1.8% | +1.3% |
| 3M | +7.5% | +2.4% | +5.1% | +3.8% |
| 6M | -5.7% | +12.0% | -17.7% | -19.6% |
| YTD | -4.4% | +15.3% | -19.7% | -21.5% |
| 1Y | +3.9% | +22.6% | -18.7% | -21.6% |
| 3Y | -11.1% | +74.7% | -85.7% | -59.0% |
| 5Y | -29.9% | +66.1% | -96.0% | -64.5% |
| All | +297.5% | +224.5% | +73.0% | +7.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling