-35.6%
DOCN vs VIG
+59.0%
-94.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +3.4% |
| 7D | -19.2% | -1.8% | -17.4% | -15.5% |
| 30D | -43.1% | +2.7% | -45.7% | -46.2% |
| 3M | -40.7% | 0.0% | -40.7% | -40.8% |
| 6M | -55.0% | +6.8% | -61.7% | -61.4% |
| YTD | +50.6% | +12.1% | +38.6% | +16.8% |
| 1Y | +54.0% | +14.8% | +39.1% | +13.0% |
| 3Y | +203.9% | +62.4% | +141.5% | +5.9% |
| All | -35.6% | +59.0% | -94.6% | -73.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling