+102.6%
V vs DOC
-22.1%
+124.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.1% |
| 7D | +2.9% | +6.2% | -3.3% | +1.5% |
| 30D | +14.0% | +6.5% | +7.5% | +12.3% |
| 3M | +14.9% | -6.2% | +21.1% | +16.5% |
| 6M | +31.7% | +25.6% | +6.2% | +23.9% |
| YTD | +21.2% | +32.1% | -10.9% | +11.9% |
| 1Y | +25.3% | +20.3% | +5.0% | +18.8% |
| 3Y | +77.5% | +42.7% | +34.7% | +56.5% |
| 5Y | +102.6% | -22.2% | +124.7% | +134.9% |
| All | +102.6% | -22.1% | +124.6% | +134.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling