+157.6%
VGT vs DOCN
+74.7%
+83.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.5% | -1.2% | +0.8% |
| 7D | -7.2% | -19.2% | +11.9% | -3.3% |
| 30D | -16.1% | -43.1% | +26.9% | -6.7% |
| 3M | -9.2% | -40.7% | +31.5% | -0.8% |
| 6M | -0.7% | -55.0% | +54.3% | +13.3% |
| YTD | +15.6% | +50.6% | -35.1% | -1.1% |
| 1Y | +14.4% | +54.0% | -39.6% | -2.8% |
| 3Y | +105.2% | +203.9% | -98.7% | +42.4% |
| 5Y | +100.0% | -29.4% | +129.4% | +61.8% |
| All | +157.6% | +74.7% | +83.0% | +92.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling