+237.5%
DOCN vs VNQ
+44.6%
+192.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.2% |
| 7D | +19.1% | +0.8% | +18.3% | +18.4% |
| 30D | -21.0% | +6.8% | -27.8% | -25.5% |
| 3M | -34.7% | -1.3% | -33.5% | -34.1% |
| 6M | -45.8% | +2.4% | -48.1% | -48.0% |
| YTD | +79.4% | +12.1% | +67.3% | +53.6% |
| 1Y | +91.0% | +12.0% | +79.0% | +63.6% |
| 3Y | +237.5% | +44.8% | +192.7% | +129.0% |
| All | +237.5% | +44.6% | +192.8% | +129.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling