-10.3%
DOCU vs VICR
+272.1%
-282.4%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +5.5% | -1.8% | +4.1% |
| 7D | +6.9% | +0.4% | +6.5% | +6.9% |
| 30D | +19.0% | -13.9% | +32.9% | +17.8% |
| 3M | +34.3% | -38.4% | +72.7% | +31.9% |
| 6M | +48.0% | -7.2% | +55.2% | +47.1% |
| YTD | 0.0% | +72.0% | -72.0% | -2.3% |
| 1Y | -10.3% | +263.3% | -273.6% | -17.6% |
| All | -10.3% | +272.1% | -282.4% | -17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 1y: compounded portfolio wealth divided by compounded VICR 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…
1y analysis · Full analysis span regression · 6 months rolling