+40.8%
VNQ vs DOC
+44.2%
-3.3%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.8% |
| 7D | +1.9% | +6.5% | -4.6% | -0.8% |
| 30D | +7.9% | +9.2% | -1.2% | +3.9% |
| 3M | -1.5% | -2.5% | +1.0% | -0.6% |
| 6M | +0.3% | +7.1% | -6.7% | -2.8% |
| YTD | +11.3% | +33.0% | -21.7% | -3.5% |
| 1Y | +11.8% | +23.3% | -11.4% | +0.8% |
| 3Y | +40.8% | +44.9% | -4.1% | +15.7% |
| All | +40.8% | +44.2% | -3.3% | +15.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling