+250.2%
DOCN vs VG
+14.1%
+236.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +2.8% |
| 7D | +1.1% | +1.7% | -0.6% | +1.0% |
| 30D | -9.6% | +16.0% | -25.6% | -10.1% |
| 3M | -37.7% | +9.7% | -47.4% | -38.0% |
| 6M | +115.2% | +29.6% | +85.6% | +106.3% |
| YTD | +133.7% | +112.0% | +21.7% | +113.7% |
| 1Y | +250.2% | +12.8% | +237.4% | +243.9% |
| All | +250.2% | +14.1% | +236.0% | +243.9% |
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