-35.6%
DOCN vs VSH
+24.4%
-60.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +5.7% | -3.2% | -0.9% |
| 7D | -19.2% | -12.9% | -6.2% | -11.9% |
| 30D | -43.1% | -36.9% | -6.2% | -24.7% |
| 3M | -40.7% | -28.8% | -11.9% | -28.3% |
| 6M | -55.0% | -30.3% | -24.7% | -49.0% |
| YTD | +50.6% | +62.4% | -11.7% | -1.9% |
| 1Y | +54.0% | +62.5% | -8.6% | 0.0% |
| 3Y | +203.9% | +7.4% | +196.5% | +143.4% |
| All | -35.6% | +24.4% | -60.0% | -61.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling