+825.9%
VOO vs DOC
+39.1%
+786.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.1% | -1.5% | +0.6% |
| 7D | -0.7% | +8.7% | -9.5% | -3.4% |
| 30D | -1.1% | +7.6% | -8.7% | -3.5% |
| 3M | -0.3% | -5.3% | +4.9% | +1.1% |
| 6M | +7.4% | +27.6% | -20.3% | -2.0% |
| YTD | +13.4% | +32.4% | -19.0% | +1.8% |
| 1Y | +14.8% | +22.9% | -8.1% | +5.6% |
| 3Y | +83.3% | +43.1% | +40.2% | +56.9% |
| 5Y | +76.1% | -21.4% | +97.5% | +83.7% |
| 10Y | +333.4% | +16.8% | +316.6% | +275.7% |
| All | +825.9% | +39.1% | +786.8% | +572.7% |
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 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