+26.5%
VTEB vs DOC
+4.9%
+21.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.8% | +0.1% |
| 7D | -0.8% | -1.5% | +0.7% | -0.7% |
| 30D | -1.3% | -4.8% | +3.4% | -1.1% |
| 3M | -2.1% | +6.9% | -9.0% | -2.5% |
| 6M | -1.7% | +20.7% | -22.4% | -2.9% |
| YTD | -0.6% | +34.1% | -34.7% | -2.4% |
| 1Y | +3.1% | +22.6% | -19.6% | +1.7% |
| 3Y | +9.2% | +20.8% | -11.6% | +7.4% |
| 5Y | +2.2% | -24.9% | +27.0% | +3.0% |
| 10Y | +18.8% | -1.8% | +20.6% | +15.1% |
| All | +26.5% | +4.9% | +21.6% | +22.6% |
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