+153.6%
VEA vs DOC
+138.2%
+15.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.2% | -3.5% | -3.6% |
| 7D | -3.2% | +6.2% | -9.5% | -5.2% |
| 30D | -4.1% | +6.5% | -10.6% | -6.2% |
| 3M | -5.5% | -6.2% | +0.7% | -3.7% |
| 6M | -0.4% | +25.6% | -26.0% | -8.8% |
| YTD | +10.2% | +32.1% | -21.9% | -1.1% |
| 1Y | +15.3% | +20.3% | -5.0% | +6.8% |
| 3Y | +68.7% | +42.7% | +26.0% | +44.6% |
| 5Y | +50.3% | -22.2% | +72.4% | +56.6% |
| 10Y | +155.4% | +16.5% | +138.9% | +116.4% |
| All | +153.6% | +138.2% | +15.4% | +41.5% |
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