+288.8%
VTI vs DOC
+15.7%
+273.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.2% |
| 7D | -2.6% | +6.5% | -9.1% | -4.6% |
| 30D | -5.0% | +9.2% | -14.2% | -7.8% |
| 3M | -4.3% | -2.5% | -1.8% | -3.7% |
| 6M | +0.6% | +7.1% | -6.5% | -2.2% |
| YTD | +8.9% | +33.0% | -24.1% | -2.5% |
| 1Y | +11.1% | +23.3% | -12.1% | +2.1% |
| 3Y | +74.5% | +44.9% | +29.6% | +48.3% |
| 5Y | +60.1% | -21.6% | +81.7% | +68.0% |
| All | +288.8% | +15.7% | +273.1% | +253.9% |
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