+203.9%
DOCN vs VSXY
+450.7%
-246.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.6% | +0.9% | +2.2% |
| 7D | -19.2% | +11.8% | -31.0% | -20.9% |
| 30D | -43.1% | +25.9% | -69.0% | -45.6% |
| 3M | -40.7% | +15.5% | -56.2% | -42.7% |
| 6M | -55.0% | +109.7% | -164.7% | -62.8% |
| YTD | +50.6% | +99.5% | -48.8% | +23.7% |
| 1Y | +54.0% | +197.5% | -143.5% | +13.1% |
| 3Y | +203.9% | +453.3% | -249.4% | +87.3% |
| All | +203.9% | +450.7% | -246.8% | +87.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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