-4.4%
DOC price history and return analytics
+224.5%
-228.9%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -1.5% | +0.4% | -1.9% | -1.9% |
| 30D | -4.8% | +1.0% | -5.7% | -5.6% |
| 3M | +6.9% | +2.4% | +4.5% | +4.1% |
| 6M | +20.7% | +12.0% | +8.7% | +8.3% |
| YTD | +34.1% | +15.3% | +18.8% | +16.9% |
| 1Y | +22.6% | +22.6% | +0.1% | +0.8% |
| 3Y | +20.8% | +74.7% | -53.8% | -29.7% |
| 5Y | -24.9% | +66.1% | -91.0% | -54.5% |
| All | -4.4% | +224.5% | -228.9% | -70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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