+70.5%
DOCN vs VTV
+96.6%
-26.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +3.2% |
| 7D | -19.2% | -2.2% | -17.0% | -15.3% |
| 30D | -43.1% | +2.2% | -45.3% | -45.2% |
| 3M | -40.7% | +0.3% | -41.0% | -41.1% |
| 6M | -55.0% | +8.3% | -63.3% | -61.4% |
| YTD | +50.6% | +18.5% | +32.1% | +9.4% |
| 1Y | +54.0% | +23.0% | +30.9% | +4.2% |
| 3Y | +203.9% | +72.6% | +131.3% | +16.6% |
| 5Y | -29.4% | +73.3% | -102.6% | -71.4% |
| All | +70.5% | +96.6% | -26.1% | -30.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling