-35.6%
DOCN vs VO
+32.6%
-68.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.7% | +2.8% |
| 7D | -19.2% | -2.6% | -16.6% | -13.6% |
| 30D | -43.1% | -0.9% | -42.1% | -40.9% |
| 3M | -40.7% | -3.0% | -37.7% | -35.4% |
| 6M | -55.0% | +2.2% | -57.2% | -56.3% |
| YTD | +50.6% | +10.6% | +40.1% | +23.2% |
| 1Y | +54.0% | +12.5% | +41.4% | +21.2% |
| 3Y | +203.9% | +61.4% | +142.5% | +9.5% |
| All | -35.6% | +32.6% | -68.2% | -49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 5y: compounded portfolio wealth divided by compounded VO 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…
5y analysis · Full analysis span regression · 6 months rolling