+23.3%
VZ vs DOCN
+171.0%
-147.7%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.8% | -3.7% | -0.9% |
| 7D | +0.1% | +1.1% | -1.1% | +0.1% |
| 30D | +7.9% | -9.6% | +17.5% | +7.9% |
| 3M | +13.6% | -37.7% | +51.3% | +13.8% |
| 6M | +1.1% | +115.2% | -114.1% | +0.2% |
| YTD | +29.3% | +133.7% | -104.4% | +27.9% |
| 1Y | +21.2% | +250.2% | -228.9% | +19.3% |
| 3Y | +75.9% | +320.3% | -244.4% | +70.9% |
| 5Y | +24.1% | +53.1% | -29.0% | +19.4% |
| All | +23.3% | +171.0% | -147.7% | +22.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling