+57.5%
VZ vs DOCN
+236.1%
-178.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -7.2% | +9.2% | +1.7% |
| 7D | +6.9% | -20.0% | +27.0% | +6.0% |
| 30D | +2.3% | -38.8% | +41.0% | +0.6% |
| 3M | 0.0% | -34.8% | +34.8% | -1.2% |
| 6M | +0.2% | -22.8% | +23.0% | -0.7% |
| YTD | +20.9% | +74.6% | -53.7% | +21.0% |
| 1Y | +25.2% | +116.4% | -91.2% | +25.4% |
| All | +57.5% | +236.1% | -178.6% | +54.4% |
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