+2,158.3%
VGT vs DOC
+184.2%
+1,974.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.1% | -2.9% | -0.7% |
| 7D | -6.5% | +8.7% | -15.2% | -8.9% |
| 30D | -10.6% | +7.6% | -18.2% | -12.8% |
| 3M | -3.7% | -5.3% | +1.5% | -2.5% |
| 6M | +10.4% | +27.6% | -17.2% | +1.0% |
| YTD | +23.1% | +32.4% | -9.4% | +11.0% |
| 1Y | +19.9% | +22.9% | -3.0% | +10.6% |
| 3Y | +119.5% | +43.1% | +76.4% | +89.4% |
| 5Y | +113.7% | -21.4% | +135.1% | +121.3% |
| 10Y | +764.8% | +16.8% | +748.0% | +652.5% |
| All | +2,158.3% | +184.2% | +1,974.1% | +1,228.5% |
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