-39.3%
VG vs DOC
+11.9%
-51.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | -0.6% |
| 7D | +1.7% | -1.5% | +3.2% | +1.6% |
| 30D | +16.0% | -4.8% | +20.8% | +15.6% |
| 3M | +9.7% | +6.9% | +2.8% | +9.5% |
| 6M | +29.6% | +20.7% | +8.8% | +30.6% |
| YTD | +112.0% | +34.1% | +77.9% | +102.4% |
| 1Y | +12.8% | +22.6% | -9.8% | +12.7% |
| All | -39.3% | +11.9% | -51.2% | -32.8% |
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 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