+25.3%
V vs DOC
+21.7%
+3.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.2% |
| 7D | +2.9% | +6.2% | -3.3% | +2.5% |
| 30D | +14.0% | +6.5% | +7.5% | +13.4% |
| 3M | +14.9% | -6.2% | +21.1% | +15.0% |
| 6M | +31.7% | +25.6% | +6.2% | +31.8% |
| YTD | +21.2% | +32.1% | -10.9% | +20.4% |
| 1Y | +25.3% | +20.3% | +5.0% | +26.3% |
| All | +25.3% | +21.7% | +3.5% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 1y: compounded portfolio wealth divided by compounded DOC 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…
1y analysis · Full analysis span regression · 6 months rolling