+683.3%
VGT vs DOC
+14.9%
+668.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.2% | -7.1% | -7.3% |
| 7D | -12.4% | +6.2% | -18.6% | -14.1% |
| 30D | -17.5% | +6.5% | -24.0% | -19.3% |
| 3M | -10.5% | -6.2% | -4.2% | -8.9% |
| 6M | +0.5% | +25.6% | -25.1% | -7.9% |
| YTD | +14.0% | +32.1% | -18.1% | +2.4% |
| 1Y | +10.6% | +20.3% | -9.7% | +2.4% |
| 3Y | +103.4% | +42.7% | +60.7% | +73.5% |
| 5Y | +97.4% | -22.2% | +119.5% | +107.3% |
| All | +683.3% | +14.9% | +668.3% | +613.3% |
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