-27.4%
DOCN vs VO
+37.2%
-64.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.9% | +4.2% | +5.3% |
| 7D | +27.4% | +2.9% | +24.5% | +19.6% |
| 30D | -29.7% | +1.0% | -30.7% | -30.1% |
| 3M | -32.5% | -1.7% | -30.7% | -28.5% |
| 6M | -42.2% | +6.7% | -48.9% | -49.0% |
| YTD | +87.2% | +14.0% | +73.2% | +43.4% |
| 1Y | +86.2% | +13.7% | +72.5% | +43.6% |
| 3Y | +257.4% | +65.8% | +191.6% | +22.1% |
| 5Y | -27.4% | +36.6% | -64.0% | -47.8% |
| All | -27.4% | +37.2% | -64.6% | -47.8% |
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