+769.3%
VST vs DOC
-24.5%
+793.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.8% | +5.3% | +4.1% |
| 7D | +8.9% | -1.5% | +10.4% | +9.4% |
| 30D | +6.2% | -4.8% | +11.0% | +7.7% |
| 3M | -2.7% | +6.9% | -9.6% | -5.3% |
| 6M | -8.4% | +20.7% | -29.1% | -14.5% |
| YTD | -7.2% | +34.1% | -41.4% | -17.1% |
| 1Y | -20.9% | +22.6% | -43.5% | -27.1% |
| 3Y | +384.0% | +20.8% | +363.2% | +345.3% |
| All | +769.3% | -24.5% | +793.9% | +867.1% |
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