+60.1%
DOCN vs VTV
+80.3%
-20.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.2% | +3.1% | +3.3% |
| 7D | +1.1% | +0.5% | +0.6% | +0.1% |
| 30D | -9.6% | +1.1% | -10.7% | -11.7% |
| 3M | -37.7% | +5.9% | -43.6% | -44.8% |
| 6M | +115.2% | +11.6% | +103.6% | +72.0% |
| YTD | +133.7% | +19.8% | +113.9% | +62.2% |
| 1Y | +250.2% | +26.2% | +223.9% | +118.9% |
| 3Y | +320.3% | +68.5% | +251.8% | +53.9% |
| All | +60.1% | +80.3% | -20.3% | -44.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling