+87.1%
DOCN vs VOO
+107.1%
-20.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +2.3% |
| 7D | -12.1% | -0.6% | -11.6% | -10.2% |
| 30D | -41.0% | -3.6% | -37.4% | -34.6% |
| 3M | -38.7% | -2.7% | -36.0% | -33.2% |
| 6M | -51.5% | +2.2% | -53.7% | -52.1% |
| YTD | +65.3% | +10.9% | +54.4% | +38.4% |
| 1Y | +53.9% | +11.3% | +42.6% | +28.1% |
| 3Y | +215.6% | +76.9% | +138.6% | +0.8% |
| 5Y | -26.2% | +73.5% | -99.7% | -71.4% |
| All | +87.1% | +107.1% | -20.0% | -36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling