+164.6%
DOCN vs VIG
+85.1%
+79.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -7.8% |
| 3M | -37.7% | +2.8% | -40.5% | -41.4% |
| 6M | +115.2% | +8.2% | +107.0% | +81.7% |
| YTD | +133.7% | +11.0% | +122.7% | +88.1% |
| 1Y | +250.2% | +16.1% | +234.0% | +157.0% |
| 3Y | +320.3% | +56.2% | +264.1% | +74.5% |
| 5Y | +53.1% | +63.0% | -9.9% | -36.6% |
| All | +164.6% | +85.1% | +79.5% | +12.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling