+74.3%
DOCN vs VOO
+13.0%
+61.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.3% | +8.3% | +5.9% |
| 7D | +3.7% | -0.9% | +4.6% | +8.0% |
| 30D | -33.7% | -2.3% | -31.3% | -27.4% |
| 3M | -27.9% | -1.2% | -26.7% | -23.1% |
| 6M | -46.4% | +3.3% | -49.8% | -48.3% |
| YTD | +81.1% | +12.3% | +68.8% | +48.1% |
| 1Y | +74.3% | +12.5% | +61.8% | +41.9% |
| All | +74.3% | +13.0% | +61.3% | +41.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling