+2,267.4%
VGT vs DOC
+188.0%
+2,079.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +2.7% |
| 3M | -1.1% | +6.9% | -8.0% | -3.6% |
| 6M | +32.6% | +20.7% | +11.9% | +23.8% |
| YTD | +29.0% | +34.1% | -5.2% | +16.2% |
| 1Y | +39.7% | +22.6% | +17.1% | +29.1% |
| 3Y | +120.9% | +20.8% | +100.1% | +101.2% |
| 5Y | +133.6% | -24.9% | +158.4% | +145.8% |
| 10Y | +792.6% | -1.8% | +794.4% | +720.2% |
| All | +2,267.4% | +188.0% | +2,079.4% | +1,290.9% |
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