+95.3%
DOCU vs VCLT
+16.3%
+79.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.0% | -2.0% |
| 7D | -3.2% | +0.3% | -3.5% | -3.5% |
| 30D | +15.7% | +3.6% | +12.1% | +12.1% |
| 3M | +37.3% | -1.9% | +39.2% | +39.5% |
| 6M | +63.1% | -3.2% | +66.3% | +67.7% |
| YTD | +15.4% | -3.1% | +18.4% | +18.3% |
| 1Y | +11.3% | -3.1% | +14.4% | +14.1% |
| All | +95.3% | +16.3% | +79.0% | +64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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