+56.1%
VEA vs DOC
-21.9%
+77.9%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.1% | -1.0% | +1.2% |
| 7D | +0.7% | +8.7% | -8.1% | -1.6% |
| 30D | -0.4% | +7.6% | -8.1% | -2.6% |
| 3M | -1.7% | -5.3% | +3.6% | -0.3% |
| 6M | +5.1% | +27.6% | -22.5% | -3.1% |
| YTD | +14.4% | +32.4% | -18.0% | +4.1% |
| 1Y | +20.5% | +22.9% | -2.3% | +12.1% |
| 3Y | +75.2% | +43.1% | +32.1% | +51.6% |
| All | +56.1% | -21.9% | +77.9% | +67.2% |
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