+66.4%
DOCN vs VO
+57.0%
+9.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -3.5% | -12.4% | -8.0% |
| 7D | -29.3% | -3.3% | -25.9% | -23.0% |
| 30D | -46.0% | -1.8% | -44.2% | -42.9% |
| 3M | -43.2% | -3.4% | -39.8% | -37.8% |
| 6M | -53.7% | +3.0% | -56.7% | -55.8% |
| YTD | +46.9% | +10.7% | +36.2% | +20.5% |
| 1Y | +54.3% | +11.8% | +42.5% | +24.0% |
| 3Y | +185.5% | +60.4% | +125.2% | +8.3% |
| 5Y | -31.1% | +33.6% | -64.7% | -53.2% |
| All | +66.4% | +57.0% | +9.3% | -9.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling