+48.7%
VXUS vs DOC
-22.8%
+71.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.1% | -1.1% | +1.2% |
| 7D | +0.2% | +8.7% | -8.6% | -2.0% |
| 30D | -2.3% | +7.6% | -9.9% | -4.3% |
| 3M | -2.8% | -5.3% | +2.5% | -1.5% |
| 6M | +2.6% | +27.6% | -25.0% | -5.0% |
| YTD | +12.0% | +32.4% | -20.4% | +2.3% |
| 1Y | +16.5% | +22.9% | -6.3% | +8.7% |
| 3Y | +69.7% | +43.1% | +26.6% | +47.9% |
| 5Y | +48.7% | -21.4% | +70.1% | +58.2% |
| All | +48.7% | -22.8% | +71.5% | +58.2% |
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