+164.6%
DOCN vs VNQ
+29.5%
+135.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.7% | +3.5% | +3.6% |
| 7D | +1.1% | -1.3% | +2.4% | +2.8% |
| 30D | -9.6% | -2.9% | -6.7% | -6.4% |
| 3M | -37.7% | +0.8% | -38.5% | -39.7% |
| 6M | +115.2% | +2.5% | +112.7% | +102.2% |
| YTD | +133.7% | +10.6% | +123.1% | +96.7% |
| 1Y | +250.2% | +9.1% | +241.1% | +200.3% |
| 3Y | +320.3% | +31.0% | +289.3% | +175.9% |
| 5Y | +53.1% | +4.9% | +48.2% | +42.3% |
| All | +164.6% | +29.5% | +135.2% | +129.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling