+91.0%
DOCN vs VTV
+23.7%
+67.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.2% | -4.4% | -4.5% |
| 7D | +19.1% | +2.9% | +16.2% | +13.7% |
| 30D | -21.0% | +3.8% | -24.8% | -24.7% |
| 3M | -34.7% | +1.6% | -36.3% | -35.8% |
| 6M | -45.8% | +11.2% | -57.0% | -55.2% |
| YTD | +79.4% | +22.0% | +57.4% | +29.4% |
| 1Y | +91.0% | +24.9% | +66.1% | +36.1% |
| All | +91.0% | +23.7% | +67.3% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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