+187.6%
VGT vs DOCN
+171.0%
+16.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.8% | -2.5% | -0.2% |
| 7D | +1.0% | +1.1% | -0.1% | +0.7% |
| 30D | +1.3% | -9.6% | +10.9% | +3.0% |
| 3M | -1.1% | -37.7% | +36.5% | +7.3% |
| 6M | +32.6% | +115.2% | -82.6% | +8.0% |
| YTD | +29.0% | +133.7% | -104.7% | +2.3% |
| 1Y | +39.7% | +250.2% | -210.5% | +0.4% |
| 3Y | +120.9% | +320.3% | -199.4% | +44.9% |
| 5Y | +133.6% | +53.1% | +80.5% | +70.5% |
| All | +187.6% | +171.0% | +16.6% | +98.8% |
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