+215.6%
DOCN vs VSH
+32.2%
+183.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.1% | +0.8% |
| 7D | -12.1% | -1.6% | -10.6% | -11.2% |
| 30D | -41.0% | -21.3% | -19.7% | -33.0% |
| 3M | -38.7% | -18.9% | -19.8% | -32.1% |
| 6M | -51.5% | -21.4% | -30.1% | -48.7% |
| YTD | +65.3% | +86.8% | -21.6% | +11.6% |
| 1Y | +53.9% | +85.8% | -31.9% | +4.2% |
| 3Y | +215.6% | +30.1% | +185.4% | +143.0% |
| All | +215.6% | +32.2% | +183.4% | +143.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 3y: compounded portfolio wealth divided by compounded VSH 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…
3y analysis · Full analysis span regression · 6 months rolling