+164.6%
DOCN vs VOO
+112.2%
+52.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +3.6% |
| 7D | +1.1% | +0.1% | +1.0% | +0.9% |
| 30D | -9.6% | +0.1% | -9.7% | -9.5% |
| 3M | -37.7% | +2.0% | -39.7% | -39.7% |
| 6M | +115.2% | +13.0% | +102.2% | +67.8% |
| YTD | +133.7% | +13.6% | +120.1% | +81.4% |
| 1Y | +250.2% | +20.1% | +230.1% | +143.0% |
| 3Y | +320.3% | +77.6% | +242.7% | +31.1% |
| 5Y | +53.1% | +82.4% | -29.3% | -47.1% |
| All | +164.6% | +112.2% | +52.5% | -17.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling