-53.7%
DOCN vs VSH
-28.9%
-24.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -14.8% | -1.1% | -8.3% |
| 7D | -29.3% | -25.2% | -4.1% | -17.9% |
| 30D | -46.0% | -41.8% | -4.2% | -30.2% |
| 3M | -43.2% | -33.4% | -9.8% | -31.3% |
| 6M | -53.7% | -31.0% | -22.7% | -48.7% |
| All | -53.7% | -28.9% | -24.9% | -48.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling