+150.9%
VEA vs DOC
+15.7%
+135.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.6% |
| 7D | -2.2% | +6.5% | -8.7% | -4.0% |
| 30D | -3.4% | +9.2% | -12.5% | -5.9% |
| 3M | -5.6% | -2.5% | -3.1% | -5.1% |
| 6M | -3.4% | +7.1% | -10.5% | -5.8% |
| YTD | +9.7% | +33.0% | -23.3% | -0.4% |
| 1Y | +15.4% | +23.3% | -7.9% | +7.1% |
| 3Y | +68.5% | +44.9% | +23.6% | +46.4% |
| 5Y | +49.6% | -21.6% | +71.3% | +55.4% |
| All | +150.9% | +15.7% | +135.2% | +130.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling