+97.7%
VTI vs DOCN
+91.6%
+6.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -1.9% | -0.6% |
| 7D | -0.4% | -12.1% | +11.7% | +1.0% |
| 30D | -3.2% | -41.0% | +37.8% | +2.8% |
| 3M | -2.9% | -38.7% | +35.8% | +1.9% |
| 6M | +2.4% | -51.5% | +53.9% | +9.8% |
| YTD | +11.2% | +65.3% | -54.1% | -2.2% |
| 1Y | +11.6% | +53.9% | -42.3% | -0.9% |
| 3Y | +76.6% | +215.6% | -139.0% | +35.4% |
| 5Y | +65.3% | -26.2% | +91.4% | +37.5% |
| All | +97.7% | +91.6% | +6.1% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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