+72.9%
VTV vs DOC
-21.4%
+94.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.6% |
| 7D | -2.2% | +6.5% | -8.7% | -3.9% |
| 30D | +2.2% | +9.2% | -7.0% | -0.4% |
| 3M | +0.3% | -2.5% | +2.8% | +0.9% |
| 6M | +8.3% | +7.1% | +1.2% | +5.7% |
| YTD | +18.5% | +33.0% | -14.5% | +7.4% |
| 1Y | +23.0% | +23.3% | -0.2% | +14.2% |
| 3Y | +72.6% | +44.9% | +27.7% | +48.8% |
| All | +72.9% | -21.4% | +94.4% | +89.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling