+745.4%
VTV vs DOC
+184.2%
+561.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.1% | -1.6% | +0.4% |
| 7D | +1.8% | +8.7% | -7.0% | -1.2% |
| 30D | +6.0% | +7.6% | -1.6% | +3.2% |
| 3M | +3.7% | -5.3% | +8.9% | +5.3% |
| 6M | +13.9% | +27.6% | -13.7% | +3.4% |
| YTD | +22.8% | +32.4% | -9.6% | +9.5% |
| 1Y | +27.9% | +22.9% | +5.0% | +17.0% |
| 3Y | +78.3% | +43.1% | +35.2% | +51.7% |
| 5Y | +80.4% | -21.4% | +101.8% | +87.7% |
| 10Y | +250.3% | +16.8% | +233.4% | +198.1% |
| All | +745.4% | +184.2% | +561.1% | +354.1% |
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