+162.4%
VGT vs DOCN
+91.6%
+70.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.6% | -2.9% | -1.6% |
| 7D | -4.1% | -12.1% | +8.0% | -1.8% |
| 30D | -13.6% | -41.0% | +27.4% | -4.7% |
| 3M | -8.0% | -38.7% | +30.7% | -0.2% |
| 6M | -1.5% | -51.5% | +50.0% | +10.8% |
| YTD | +17.7% | +65.3% | -47.6% | -1.2% |
| 1Y | +13.8% | +53.9% | -40.1% | -3.1% |
| 3Y | +101.6% | +215.6% | -114.0% | +39.0% |
| 5Y | +106.7% | -26.2% | +132.9% | +64.7% |
| All | +162.4% | +91.6% | +70.8% | +91.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling