+250.2%
DOCN vs VTR
+36.9%
+213.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.0% | +4.8% | +1.5% |
| 7D | +1.1% | -1.7% | +2.8% | 0.0% |
| 30D | -9.6% | -2.4% | -7.2% | -11.7% |
| 3M | -37.7% | +14.8% | -52.5% | -30.6% |
| 6M | +115.2% | +5.3% | +109.9% | +127.6% |
| YTD | +133.7% | +18.1% | +115.6% | +161.9% |
| 1Y | +250.2% | +36.7% | +213.4% | +315.8% |
| All | +250.2% | +36.9% | +213.3% | +315.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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