+78.9%
VTI vs DOC
+55.4%
+23.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | -0.7% | +1.0% | -1.7% | -0.9% |
| 30D | -1.9% | +8.1% | -10.0% | -3.4% |
| 3M | -1.4% | +0.9% | -2.3% | -1.7% |
| 6M | +3.5% | +6.3% | -2.8% | +1.9% |
| YTD | +12.6% | +33.8% | -21.2% | +4.7% |
| 1Y | +12.7% | +21.6% | -8.9% | +7.4% |
| All | +78.9% | +55.4% | +23.5% | +61.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling