+15.3%
VEA vs DOC
+21.7%
-6.4%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.5% | -3.7% |
| 7D | -3.2% | +6.2% | -9.5% | -4.0% |
| 30D | -4.1% | +6.5% | -10.6% | -5.0% |
| 3M | -5.5% | -6.2% | +0.7% | -4.7% |
| 6M | -0.4% | +25.6% | -26.0% | -4.8% |
| YTD | +10.2% | +32.1% | -21.9% | +5.3% |
| 1Y | +15.3% | +20.3% | -5.0% | +11.4% |
| All | +15.3% | +21.7% | -6.4% | +11.4% |
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