+231.0%
VTV vs DOC
+15.7%
+215.3%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.6% |
| 7D | -2.2% | +6.5% | -8.7% | -4.2% |
| 30D | +2.2% | +9.2% | -7.0% | -0.8% |
| 3M | +0.3% | -2.5% | +2.8% | +0.9% |
| 6M | +8.3% | +7.1% | +1.2% | +5.4% |
| YTD | +18.5% | +33.0% | -14.5% | +6.1% |
| 1Y | +23.0% | +23.3% | -0.2% | +13.0% |
| 3Y | +72.6% | +44.9% | +27.7% | +47.1% |
| 5Y | +73.3% | -21.6% | +94.9% | +81.9% |
| All | +231.0% | +15.7% | +215.3% | +200.6% |
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