-23.8%
DOO price history and return analytics
+57.4%
-81.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.6% | +0.2% | -0.7% |
| 7D | +5.3% | +0.4% | +5.0% | +4.8% |
| 30D | +25.6% | -2.6% | +28.2% | +30.0% |
| 3M | +2.6% | -3.2% | +5.9% | +7.1% |
| 6M | +17.3% | +0.9% | +16.3% | +15.4% |
| YTD | -5.2% | +11.3% | -16.5% | -18.4% |
| 1Y | +5.2% | +14.0% | -8.8% | -12.4% |
| 3Y | -1.1% | +75.8% | -77.0% | -56.1% |
| 5Y | -23.8% | +57.8% | -81.6% | -58.9% |
| All | -23.8% | +57.4% | -81.2% | -58.9% |
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