-3.1%
DOO vs VT
+74.4%
-77.6%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.2% |
| 7D | +6.2% | -0.1% | +6.3% | +6.4% |
| 30D | +24.6% | -3.1% | +27.7% | +29.1% |
| 3M | +3.3% | -3.5% | +6.8% | +7.6% |
| 6M | +16.3% | +0.5% | +15.9% | +15.5% |
| YTD | -6.0% | +10.8% | -16.7% | -16.8% |
| 1Y | +4.7% | +11.9% | -7.2% | -8.5% |
| 3Y | -3.1% | +73.0% | -76.1% | -61.2% |
| All | -3.1% | +74.4% | -77.6% | -61.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling