+250.2%
DOCN vs VYM
+21.4%
+228.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +3.6% |
| 7D | +1.1% | 0.0% | +1.1% | +1.1% |
| 30D | -9.6% | -0.5% | -9.1% | -8.6% |
| 3M | -37.7% | +3.0% | -40.7% | -41.3% |
| 6M | +115.2% | +8.2% | +107.0% | +82.2% |
| YTD | +133.7% | +15.8% | +117.9% | +73.0% |
| 1Y | +250.2% | +20.8% | +229.3% | +134.3% |
| All | +250.2% | +21.4% | +228.7% | +134.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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