+168.6%
DOO vs VT
+284.7%
-116.1%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +1.7% | +6.4% | +6.1% |
| 7D | +11.3% | -0.3% | +11.6% | +11.8% |
| 30D | +22.2% | -1.4% | +23.6% | +24.4% |
| 3M | +4.6% | -1.4% | +6.0% | +6.4% |
| 6M | +26.3% | +5.5% | +20.9% | +18.6% |
| YTD | -4.2% | +12.8% | -17.1% | -17.0% |
| 1Y | +10.0% | +15.4% | -5.4% | -7.2% |
| 3Y | -6.3% | +76.9% | -83.1% | -52.2% |
| 5Y | -24.6% | +60.4% | -85.0% | -55.9% |
| 10Y | +291.4% | +232.8% | +58.6% | +36.4% |
| All | +168.6% | +284.7% | -116.1% | -7.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling