+54.3%
DOCN vs VT
+10.7%
+43.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -4.1% | -11.8% | -5.6% |
| 7D | -29.3% | -4.2% | -25.1% | -20.4% |
| 30D | -46.0% | -5.8% | -40.2% | -36.1% |
| 3M | -43.2% | -5.2% | -37.9% | -33.4% |
| 6M | -53.7% | +0.1% | -53.9% | -50.9% |
| YTD | +46.9% | +8.2% | +38.7% | +33.6% |
| 1Y | +54.3% | +10.1% | +44.2% | +35.8% |
| All | +54.3% | +10.7% | +43.6% | +35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling