+542.8%
VRT vs DOCN
-34.6%
+577.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -15.9% | +1.8% | -8.5% |
| 7D | -28.1% | -29.3% | +1.1% | -18.7% |
| 30D | -30.2% | -46.0% | +15.8% | -14.1% |
| 3M | -36.4% | -43.2% | +6.8% | -24.3% |
| 6M | -48.2% | -53.7% | +5.6% | -34.7% |
| YTD | +9.2% | +46.9% | -37.8% | -15.7% |
| 1Y | -7.2% | +54.3% | -61.6% | -29.7% |
| 3Y | +338.7% | +185.5% | +153.2% | +147.9% |
| 5Y | +542.8% | -31.1% | +573.9% | +378.7% |
| All | +542.8% | -34.6% | +577.4% | +378.7% |
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