+10.6%
VGT vs DOC
+21.7%
-11.1%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.2% | -7.1% | -7.3% |
| 7D | -12.4% | +6.2% | -18.6% | -12.5% |
| 30D | -17.5% | +6.5% | -24.0% | -17.6% |
| 3M | -10.5% | -6.2% | -4.2% | -10.0% |
| 6M | +0.5% | +25.6% | -25.1% | -2.8% |
| YTD | +14.0% | +32.1% | -18.1% | +10.7% |
| 1Y | +10.6% | +20.3% | -9.7% | +7.7% |
| All | +10.6% | +21.7% | -11.1% | +7.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling