+179.9%
DOCN vs VG
-39.3%
+219.2%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +2.9% |
| 7D | +1.1% | +1.7% | -0.6% | +0.9% |
| 30D | -9.6% | +16.0% | -25.6% | -11.2% |
| 3M | -37.7% | +9.7% | -47.4% | -38.6% |
| 6M | +115.2% | +29.6% | +85.6% | +101.8% |
| YTD | +133.7% | +112.0% | +21.7% | +100.9% |
| 1Y | +250.2% | +12.8% | +237.4% | +230.2% |
| All | +179.9% | -39.3% | +219.2% | +152.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling