+6.1%
VNQ vs DOC
-21.4%
+27.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | +0.8% | -0.9% | +1.7% | +1.2% |
| 30D | +6.8% | +7.7% | -1.0% | +2.5% |
| 3M | -1.3% | -2.0% | +0.7% | -0.4% |
| 6M | +2.4% | +5.9% | -3.5% | -1.2% |
| YTD | +12.1% | +31.8% | -19.7% | -5.9% |
| 1Y | +12.0% | +22.5% | -10.5% | -1.9% |
| 3Y | +44.8% | +54.7% | -9.9% | +5.8% |
| All | +6.1% | -21.4% | +27.5% | +25.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling