+252.1%
DOCN vs VIG
+67.2%
+184.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.4% |
| 7D | +27.4% | +3.1% | +24.3% | +19.6% |
| 30D | -29.7% | +5.0% | -34.8% | -36.5% |
| 3M | -32.5% | +2.7% | -35.1% | -36.1% |
| 6M | -42.2% | +11.0% | -53.1% | -54.2% |
| YTD | +87.2% | +16.0% | +71.2% | +35.8% |
| 1Y | +86.2% | +16.3% | +70.0% | +34.5% |
| All | +252.1% | +67.2% | +184.9% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 3y: compounded portfolio wealth divided by compounded VIG 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…
3y analysis · Full analysis span regression · 6 months rolling