-26.2%
DOO vs VT
+53.2%
-79.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.1% | +1.1% | +2.5% |
| 7D | +5.8% | -4.2% | +10.0% | +12.0% |
| 30D | +16.3% | -5.8% | +22.1% | +25.8% |
| 3M | -0.2% | -5.2% | +5.1% | +7.2% |
| 6M | +21.5% | +0.1% | +21.4% | +20.9% |
| YTD | -7.1% | +8.2% | -15.3% | -16.9% |
| 1Y | +4.1% | +10.1% | -6.0% | -9.2% |
| 3Y | -9.1% | +69.7% | -78.7% | -57.6% |
| 5Y | -26.2% | +53.4% | -79.6% | -59.3% |
| All | -26.2% | +53.2% | -79.4% | -59.3% |
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