+397.9%
VNQ vs DOC
+189.4%
+208.5%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | +2.5% | +6.2% | -3.7% | -1.7% |
| 30D | +7.0% | +6.5% | +0.5% | +2.3% |
| 3M | -1.9% | -6.2% | +4.4% | +2.3% |
| 6M | +2.3% | +25.6% | -23.3% | -15.0% |
| YTD | +11.8% | +32.1% | -20.2% | -11.0% |
| 1Y | +11.9% | +20.3% | -8.4% | -5.0% |
| 3Y | +39.5% | +42.7% | -3.2% | +1.7% |
| 5Y | +6.3% | -22.2% | +28.4% | +18.2% |
| 10Y | +81.8% | +16.5% | +65.3% | +35.6% |
| All | +397.9% | +189.4% | +208.5% | +70.8% |
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 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