+27.6%
VTEB vs DOC
+3.3%
+24.3%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | +1.2% | +6.2% | -5.0% | +0.9% |
| 30D | +4.2% | +6.5% | -2.3% | +3.8% |
| 3M | -0.5% | -6.2% | +5.7% | -0.2% |
| 6M | -0.6% | +25.6% | -26.2% | -2.0% |
| YTD | +0.3% | +32.1% | -31.8% | -1.5% |
| 1Y | +0.8% | +20.3% | -19.5% | -0.5% |
| 3Y | +11.9% | +42.7% | -30.8% | +8.9% |
| 5Y | +3.4% | -22.2% | +25.5% | +3.9% |
| 10Y | +21.1% | +16.5% | +4.6% | +17.4% |
| All | +27.6% | +3.3% | +24.3% | +23.8% |
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