+59.8%
VTI vs DOCN
-32.3%
+92.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.5% | -2.1% | +0.1% |
| 7D | -2.6% | -19.2% | +16.6% | 0.0% |
| 30D | -5.0% | -43.1% | +38.0% | +1.7% |
| 3M | -4.3% | -40.7% | +36.4% | +1.2% |
| 6M | +0.6% | -55.0% | +55.5% | +9.3% |
| YTD | +8.9% | +50.6% | -41.7% | -4.1% |
| 1Y | +11.1% | +54.0% | -42.8% | -2.6% |
| 3Y | +74.5% | +203.9% | -129.4% | +30.4% |
| All | +59.8% | -32.3% | +92.1% | +35.3% |
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