+276.9%
DOO vs VT
+215.5%
+61.4%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -1.1% |
| 7D | +6.0% | -2.3% | +8.3% | +9.4% |
| 30D | +16.3% | -5.0% | +21.2% | +24.5% |
| 3M | +1.7% | -4.9% | +6.6% | +8.8% |
| 6M | +16.0% | -1.5% | +17.6% | +18.1% |
| YTD | -7.8% | +8.5% | -16.3% | -17.8% |
| 1Y | +4.4% | +11.4% | -7.0% | -10.4% |
| 3Y | -6.7% | +70.1% | -76.8% | -56.0% |
| 5Y | -26.8% | +53.7% | -80.5% | -59.0% |
| All | +276.9% | +215.5% | +61.4% | -2.0% |
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