+1,368.1%
VRT vs DOCN
+171.0%
+1,197.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.8% | +1.5% | +3.5% |
| 7D | +9.1% | +1.1% | +8.0% | +8.7% |
| 30D | +0.9% | -9.6% | +10.6% | +3.8% |
| 3M | -13.4% | -37.7% | +24.3% | -0.5% |
| 6M | +11.7% | +115.2% | -103.5% | -19.2% |
| YTD | +73.2% | +133.7% | -60.5% | +19.7% |
| 1Y | +123.4% | +250.2% | -126.7% | +32.9% |
| 3Y | +606.2% | +320.3% | +285.9% | +277.5% |
| 5Y | +899.9% | +53.1% | +846.8% | +539.2% |
| All | +1,368.1% | +171.0% | +1,197.1% | +776.9% |
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 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