+111.0%
VOO vs DOCN
+117.0%
-6.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.4% | -3.7% | -0.7% |
| 7D | +3.3% | +27.4% | -24.1% | +0.3% |
| 30D | -2.7% | -29.7% | +27.1% | +0.8% |
| 3M | -1.7% | -32.5% | +30.7% | +1.7% |
| 6M | +3.1% | -42.2% | +45.3% | +7.7% |
| YTD | +11.9% | +87.2% | -75.2% | -1.9% |
| 1Y | +12.1% | +86.2% | -74.1% | -1.8% |
| 3Y | +78.6% | +257.4% | -178.8% | +37.8% |
| 5Y | +73.8% | -27.4% | +101.2% | +44.5% |
| All | +111.0% | +117.0% | -6.0% | +69.9% |
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