+240.7%
DOCN vs VTV
+79.1%
+161.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.0% | +8.6% | +7.4% |
| 7D | +3.7% | -0.4% | +4.1% | +5.7% |
| 30D | -33.7% | +3.9% | -37.6% | -38.3% |
| 3M | -27.9% | +2.6% | -30.4% | -31.4% |
| 6M | -46.4% | +11.5% | -58.0% | -57.6% |
| YTD | +81.1% | +22.3% | +58.8% | +18.7% |
| 1Y | +74.3% | +24.5% | +49.8% | +9.8% |
| All | +240.7% | +79.1% | +161.6% | +5.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling