+53.9%
DOCN vs VTR
+22.1%
+31.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.6% | +2.3% |
| 7D | -12.1% | +3.8% | -15.9% | -9.4% |
| 30D | -41.0% | +10.1% | -51.1% | -35.9% |
| 3M | -38.7% | -1.2% | -37.5% | -38.8% |
| 6M | -51.5% | +4.8% | -56.3% | -47.2% |
| YTD | +65.3% | +18.9% | +46.4% | +92.3% |
| 1Y | +53.9% | +21.8% | +32.1% | +87.9% |
| All | +53.9% | +22.1% | +31.8% | +87.9% |
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