+5.2%
VUG vs DOCN
+110.0%
-104.9%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -7.2% | +8.7% | +2.2% |
| 7D | -3.0% | -20.0% | +17.0% | -1.2% |
| 30D | -6.4% | -38.8% | +32.3% | -2.9% |
| 3M | -3.2% | -34.8% | +31.6% | -0.3% |
| 6M | +3.1% | -22.8% | +25.9% | +4.5% |
| YTD | +6.3% | +74.6% | -68.3% | -1.4% |
| 1Y | +5.2% | +116.4% | -111.3% | -4.3% |
| All | +5.2% | +110.0% | -104.9% | -4.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling