+154.2%
VGT vs DOCN
+70.4%
+83.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -15.9% | +8.5% | -4.1% |
| 7D | -12.4% | -29.3% | +16.9% | -6.3% |
| 30D | -17.5% | -46.0% | +28.5% | -7.3% |
| 3M | -10.5% | -43.2% | +32.7% | -1.3% |
| 6M | +0.5% | -53.7% | +54.2% | +14.0% |
| YTD | +14.0% | +46.9% | -32.9% | -2.0% |
| 1Y | +10.6% | +54.3% | -43.7% | -6.1% |
| 3Y | +103.4% | +185.5% | -82.1% | +43.0% |
| 5Y | +97.4% | -31.1% | +128.5% | +60.4% |
| All | +154.2% | +70.4% | +83.8% | +90.5% |
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