+60.1%
DOCN vs VIG
+63.1%
-3.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +3.8% |
| 7D | +1.1% | -0.4% | +1.6% | +2.1% |
| 30D | -9.6% | -1.0% | -8.7% | -7.7% |
| 3M | -37.7% | +2.8% | -40.5% | -41.6% |
| 6M | +115.2% | +8.2% | +107.0% | +79.9% |
| YTD | +133.7% | +11.0% | +122.7% | +85.7% |
| 1Y | +250.2% | +16.1% | +234.0% | +152.2% |
| 3Y | +320.3% | +56.2% | +264.1% | +62.7% |
| All | +60.1% | +63.1% | -3.1% | -35.6% |
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 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