+66.4%
DOCN vs VOO
+102.5%
-36.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -4.4% | -11.5% | -6.1% |
| 7D | -29.3% | -4.7% | -24.6% | -20.5% |
| 30D | -46.0% | -5.9% | -40.1% | -36.9% |
| 3M | -43.2% | -4.5% | -38.7% | -35.6% |
| 6M | -53.7% | +1.9% | -55.6% | -53.8% |
| YTD | +46.9% | +8.4% | +38.5% | +29.2% |
| 1Y | +54.3% | +9.5% | +44.9% | +33.2% |
| 3Y | +185.5% | +75.3% | +110.3% | -6.9% |
| 5Y | -31.1% | +67.9% | -98.9% | -71.6% |
| All | +66.4% | +102.5% | -36.1% | -41.1% |
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