+22.3%
DOC price history and return analytics
+75.0%
-52.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -1.5% | +0.4% | -1.9% | -1.8% |
| 30D | -4.8% | +1.0% | -5.7% | -5.4% |
| 3M | +6.9% | +2.4% | +4.5% | +4.8% |
| 6M | +20.7% | +12.0% | +8.7% | +10.8% |
| YTD | +34.1% | +15.3% | +18.8% | +20.1% |
| 1Y | +22.6% | +22.6% | +0.1% | +4.4% |
| All | +22.3% | +75.0% | -52.7% | -36.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling