+60.1%
DOCN vs VSH
+64.7%
-4.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.4% | -1.6% | +0.2% |
| 7D | +1.1% | +4.1% | -2.9% | -1.4% |
| 30D | -9.6% | -4.2% | -5.5% | -7.8% |
| 3M | -37.7% | -50.0% | +12.3% | -9.3% |
| 6M | +115.2% | +80.2% | +35.0% | +37.0% |
| YTD | +133.7% | +121.1% | +12.6% | +28.0% |
| 1Y | +250.2% | +112.0% | +138.2% | +94.2% |
| 3Y | +320.3% | +22.5% | +297.8% | +231.2% |
| All | +60.1% | +64.7% | -4.6% | -5.5% |
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