+116.4%
DOCN vs VNQ
+14.0%
+102.4%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +3.2% | -10.3% | -5.7% |
| 7D | -20.0% | +6.8% | -26.8% | -17.8% |
| 30D | -38.8% | +10.0% | -48.7% | -36.6% |
| 3M | -34.8% | 0.0% | -34.8% | -35.2% |
| 6M | -22.8% | +4.5% | -27.3% | -22.8% |
| YTD | +74.6% | +13.9% | +60.7% | +63.0% |
| 1Y | +116.4% | +14.1% | +102.4% | +101.6% |
| All | +116.4% | +14.0% | +102.4% | +101.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 1y: compounded portfolio wealth divided by compounded VNQ 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…
1y analysis · Full analysis span regression · 6 months rolling