+111.9%
DOCN vs VNQ
+31.2%
+80.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.6% | +3.9% | +4.1% |
| 7D | +27.4% | +0.2% | +27.2% | +27.1% |
| 30D | -29.7% | +5.8% | -35.6% | -34.7% |
| 3M | -32.5% | 0.0% | -32.4% | -32.8% |
| 6M | -42.2% | +1.5% | -43.7% | -44.8% |
| YTD | +87.2% | +12.1% | +75.1% | +54.5% |
| 1Y | +86.2% | +10.6% | +75.6% | +56.5% |
| 3Y | +257.4% | +43.5% | +213.9% | +104.3% |
| 5Y | -27.4% | +6.8% | -34.2% | -32.2% |
| All | +111.9% | +31.2% | +80.8% | +80.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling