+116.4%
DOCN vs VG
+47.2%
+69.3%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -7.7% | +0.5% | -6.9% |
| 7D | -20.0% | -16.4% | -3.7% | -19.6% |
| 30D | -38.8% | -10.8% | -28.0% | -38.5% |
| 3M | -34.8% | -6.3% | -28.5% | -34.6% |
| 6M | -22.8% | -12.5% | -10.3% | -22.4% |
| YTD | +74.6% | +76.9% | -2.3% | +64.5% |
| 1Y | +116.4% | +51.8% | +64.6% | +106.2% |
| All | +116.4% | +47.2% | +69.3% | +106.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling