+63.8%
DOCU vs ITOT
+210.9%
-147.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.3% | -4.1% |
| 7D | +0.7% | +0.7% | 0.0% | -0.2% |
| 30D | +8.0% | -1.1% | +9.1% | +9.7% |
| 3M | +41.0% | +3.9% | +37.1% | +33.7% |
| 6M | +33.7% | +14.7% | +18.9% | +10.5% |
| YTD | -4.9% | +13.3% | -18.2% | -20.0% |
| 1Y | -20.4% | +19.1% | -39.5% | -37.4% |
| 3Y | +29.6% | +77.3% | -47.7% | -39.8% |
| 5Y | -76.9% | +74.1% | -151.0% | -88.2% |
| All | +63.8% | +210.9% | -147.1% | -46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ITOT 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling