+58.2%
VNQ vs DOC
-2.1%
+60.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | +0.4% |
| 7D | -1.3% | -1.5% | +0.2% | -0.4% |
| 30D | -2.9% | -4.8% | +1.8% | -0.3% |
| 3M | +0.8% | +6.9% | -6.1% | -3.2% |
| 6M | +2.5% | +20.7% | -18.3% | -9.6% |
| YTD | +10.6% | +34.1% | -23.5% | -8.7% |
| 1Y | +9.1% | +22.6% | -13.6% | -5.4% |
| 3Y | +31.0% | +20.8% | +10.2% | +12.3% |
| 5Y | +4.9% | -24.9% | +29.8% | +19.3% |
| All | +58.2% | -2.1% | +60.3% | +54.3% |
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