-14.1%
DOCN vs VT
+57.9%
-72.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.7% |
| 7D | -14.9% | -1.6% | -13.3% | -11.2% |
| 30D | -35.4% | -2.5% | -32.9% | -30.3% |
| 3M | -28.8% | -1.3% | -27.5% | -25.2% |
| 6M | -12.0% | +3.1% | -15.1% | -14.9% |
| YTD | +88.1% | +10.9% | +77.1% | +51.9% |
| 1Y | +118.4% | +12.1% | +106.4% | +73.2% |
| 3Y | +265.5% | +73.9% | +191.6% | +5.1% |
| All | -14.1% | +57.9% | -72.0% | -56.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling