+102.6%
V vs DOCN
-34.6%
+137.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -15.9% | +12.7% | -2.1% |
| 7D | +2.9% | -29.3% | +32.2% | +5.2% |
| 30D | +14.0% | -46.0% | +60.1% | +18.4% |
| 3M | +14.9% | -43.2% | +58.1% | +18.4% |
| 6M | +31.7% | -53.7% | +85.5% | +36.8% |
| YTD | +21.2% | +46.9% | -25.7% | +10.0% |
| 1Y | +25.3% | +54.3% | -29.1% | +12.8% |
| 3Y | +77.5% | +185.5% | -108.1% | +42.9% |
| 5Y | +102.6% | -31.1% | +133.7% | +78.7% |
| All | +102.6% | -34.6% | +137.1% | +78.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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