+788.7%
VGT vs DOC
-2.1%
+790.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +0.9% |
| 7D | +1.0% | -1.5% | +2.5% | +1.5% |
| 30D | +1.3% | -4.8% | +6.1% | +2.8% |
| 3M | -1.1% | +6.9% | -8.0% | -3.7% |
| 6M | +32.6% | +20.7% | +11.9% | +23.5% |
| YTD | +29.0% | +34.1% | -5.2% | +15.7% |
| 1Y | +39.7% | +22.6% | +17.1% | +28.7% |
| 3Y | +120.9% | +20.8% | +100.1% | +100.4% |
| 5Y | +133.6% | -24.9% | +158.4% | +148.5% |
| All | +788.7% | -2.1% | +790.8% | +747.2% |
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 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