+76.9%
VUG vs DOCN
+226.8%
-149.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -1.0% |
| 7D | -1.2% | -12.1% | +10.9% | +0.4% |
| 30D | -8.9% | -41.0% | +32.2% | -2.7% |
| 3M | -5.9% | -38.7% | +32.8% | -0.7% |
| 6M | -3.3% | -51.5% | +48.2% | +4.5% |
| YTD | +3.4% | +65.3% | -61.8% | -10.9% |
| 1Y | +1.9% | +53.9% | -52.0% | -11.2% |
| 3Y | +76.9% | +215.6% | -138.6% | +32.9% |
| All | +76.9% | +226.8% | -149.9% | +32.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling