+324.3%
DOCN vs VSH
+24.4%
+299.8%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.4% | -1.6% | +0.5% |
| 7D | +1.1% | +4.1% | -2.9% | -1.1% |
| 30D | -9.6% | -4.2% | -5.5% | -8.0% |
| 3M | -37.7% | -50.0% | +12.3% | -13.8% |
| 6M | +115.2% | +80.2% | +35.0% | +49.2% |
| YTD | +133.7% | +121.1% | +12.6% | +43.4% |
| 1Y | +250.2% | +112.0% | +138.2% | +117.5% |
| All | +324.3% | +24.4% | +299.8% | +214.7% |
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