+237.5%
DOCN vs VTEB
+10.6%
+226.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.3% | -3.9% | -3.8% |
| 7D | +19.1% | -1.2% | +20.3% | +20.8% |
| 30D | -21.0% | +2.5% | -23.5% | -24.2% |
| 3M | -34.7% | -1.7% | -33.1% | -33.1% |
| 6M | -45.8% | -1.2% | -44.5% | -44.9% |
| YTD | +79.4% | -0.5% | +79.9% | +80.1% |
| 1Y | +91.0% | -0.1% | +91.1% | +90.7% |
| 3Y | +237.5% | +10.5% | +227.0% | +147.5% |
| All | +237.5% | +10.6% | +226.9% | +147.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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