+227.2%
VT vs DOC
+16.3%
+210.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | -1.6% | +2.8% | -4.4% | -2.5% |
| 30D | -2.5% | +0.9% | -3.4% | -2.9% |
| 3M | -1.3% | -8.2% | +6.9% | +1.1% |
| 6M | +3.1% | +22.8% | -19.7% | -4.4% |
| YTD | +10.9% | +28.4% | -17.5% | +1.1% |
| 1Y | +12.1% | +18.1% | -6.1% | +4.8% |
| 3Y | +73.9% | +38.8% | +35.1% | +51.3% |
| 5Y | +58.0% | -25.2% | +83.2% | +67.5% |
| All | +227.2% | +16.3% | +210.9% | +200.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling