+22.6%
VZ vs DOCN
-8.3%
+30.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -7.2% | +9.2% | +2.0% |
| 7D | +6.9% | -20.0% | +27.0% | +6.7% |
| 30D | +2.3% | -38.8% | +41.0% | +2.0% |
| 3M | 0.0% | -34.8% | +34.8% | -0.2% |
| 6M | +0.2% | -22.8% | +23.0% | -0.4% |
| YTD | +20.9% | +74.6% | -53.7% | +18.7% |
| 1Y | +25.2% | +116.4% | -91.2% | +22.4% |
| 3Y | +55.9% | +239.3% | -183.5% | +49.0% |
| 5Y | +22.6% | -20.2% | +42.8% | +15.0% |
| All | +22.6% | -8.3% | +30.9% | +15.0% |
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