+73.5%
VOO vs DOCN
-30.4%
+103.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.5% |
| 7D | -0.6% | -12.1% | +11.6% | +0.8% |
| 30D | -3.6% | -41.0% | +37.4% | +2.3% |
| 3M | -2.7% | -38.7% | +36.0% | +2.1% |
| 6M | +2.2% | -51.5% | +53.7% | +9.5% |
| YTD | +10.9% | +65.3% | -54.4% | -2.5% |
| 1Y | +11.3% | +53.9% | -42.6% | -1.2% |
| 3Y | +76.9% | +215.6% | -138.6% | +34.7% |
| 5Y | +73.5% | -26.2% | +99.7% | +45.9% |
| All | +73.5% | -30.4% | +103.9% | +45.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling