+909.2%
VTI vs DOC
+441.7%
+467.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.2% | -4.1% | -4.3% |
| 7D | -4.7% | +6.2% | -10.9% | -6.6% |
| 30D | -5.8% | +6.5% | -12.2% | -7.8% |
| 3M | -4.8% | -6.2% | +1.4% | -3.1% |
| 6M | +1.5% | +25.6% | -24.1% | -6.9% |
| YTD | +8.5% | +32.1% | -23.6% | -2.5% |
| 1Y | +9.4% | +20.3% | -10.8% | +1.4% |
| 3Y | +73.9% | +42.7% | +31.2% | +49.4% |
| 5Y | +59.5% | -22.2% | +81.6% | +66.2% |
| 10Y | +295.8% | +16.5% | +279.3% | +242.1% |
| All | +909.2% | +441.7% | +467.6% | +400.1% |
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