+289.6%
VTI vs DOC
+21.2%
+268.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | +2.5% | -0.9% | +3.4% | +2.8% |
| 30D | -1.5% | +7.7% | -9.3% | -4.0% |
| 3M | -3.2% | -2.0% | -1.2% | -2.8% |
| 6M | +2.3% | +5.9% | -3.6% | -0.2% |
| YTD | +11.6% | +31.8% | -20.2% | +0.2% |
| 1Y | +13.8% | +22.5% | -8.8% | +4.6% |
| 3Y | +77.4% | +54.7% | +22.7% | +47.1% |
| 5Y | +64.6% | -21.3% | +85.9% | +72.6% |
| All | +289.6% | +21.2% | +268.3% | +254.4% |
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