-21.4%
DOC price history and return analytics
+60.6%
-82.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.4% | +1.8% |
| 7D | +8.7% | -0.3% | +9.0% | +9.0% |
| 30D | +7.6% | -1.4% | +9.1% | +8.7% |
| 3M | -5.3% | -1.4% | -3.9% | -4.4% |
| 6M | +27.6% | +5.5% | +22.1% | +22.0% |
| YTD | +32.4% | +12.8% | +19.6% | +19.8% |
| 1Y | +22.9% | +15.4% | +7.4% | +9.1% |
| 3Y | +43.1% | +76.9% | -33.8% | -11.6% |
| 5Y | -21.4% | +60.4% | -81.8% | -48.8% |
| All | -21.4% | +60.6% | -82.0% | -48.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling