+827.8%
VOO vs DOC
+40.9%
+786.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | +0.2% |
| 7D | +0.1% | -1.5% | +1.6% | +0.6% |
| 30D | +0.1% | -4.8% | +4.8% | +1.6% |
| 3M | +2.0% | +6.9% | -4.9% | -0.5% |
| 6M | +13.0% | +20.7% | -7.7% | +5.2% |
| YTD | +13.6% | +34.1% | -20.6% | +1.8% |
| 1Y | +20.1% | +22.6% | -2.6% | +10.6% |
| 3Y | +77.6% | +20.8% | +56.7% | +61.3% |
| 5Y | +82.4% | -24.9% | +107.3% | +93.5% |
| 10Y | +316.8% | -1.8% | +318.7% | +283.4% |
| All | +827.8% | +40.9% | +786.8% | +572.5% |
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