+392.5%
VNQ vs DOC
+193.9%
+198.6%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | +0.6% |
| 7D | -1.3% | -1.5% | +0.2% | -0.2% |
| 30D | -2.9% | -4.8% | +1.8% | +0.3% |
| 3M | +0.8% | +6.9% | -6.1% | -4.1% |
| 6M | +2.5% | +20.7% | -18.3% | -12.4% |
| YTD | +10.6% | +34.1% | -23.5% | -12.7% |
| 1Y | +9.1% | +22.6% | -13.6% | -8.7% |
| 3Y | +31.0% | +20.8% | +10.2% | +7.5% |
| 5Y | +4.9% | -24.9% | +29.8% | +19.9% |
| 10Y | +59.5% | -1.8% | +61.3% | +35.7% |
| All | +392.5% | +193.9% | +198.6% | +67.6% |
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