+2,874.5%
V vs DOC
+95.3%
+2,779.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.5% |
| 7D | -1.1% | -1.5% | +0.4% | -0.6% |
| 30D | +1.9% | -3.7% | +5.6% | +3.2% |
| 3M | +15.5% | +5.2% | +10.3% | +13.3% |
| 6M | +16.6% | +22.5% | -5.9% | +7.5% |
| YTD | +5.7% | +33.2% | -27.5% | -5.6% |
| 1Y | +8.6% | +19.8% | -11.3% | +0.3% |
| 3Y | +52.5% | +23.8% | +28.7% | +36.2% |
| 5Y | +67.1% | -25.4% | +92.5% | +76.9% |
| 10Y | +376.8% | -3.8% | +380.6% | +337.0% |
| All | +2,874.5% | +95.3% | +2,779.2% | +1,685.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling