+60.1%
DOCN vs VO
+42.6%
+17.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.2% | +3.0% | +3.3% |
| 7D | +1.1% | -0.3% | +1.4% | +1.7% |
| 30D | -9.6% | -0.3% | -9.3% | -8.7% |
| 3M | -37.7% | +2.9% | -40.6% | -41.4% |
| 6M | +115.2% | +9.3% | +105.9% | +77.5% |
| YTD | +133.7% | +14.2% | +119.5% | +75.4% |
| 1Y | +250.2% | +15.3% | +234.9% | +158.9% |
| 3Y | +320.3% | +56.2% | +264.0% | +63.2% |
| All | +60.1% | +42.6% | +17.4% | +1.1% |
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