+11.3%
DOCU vs VICR
+54.6%
-43.3%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +8.7% | -10.4% | -1.0% |
| 7D | -5.5% | -23.1% | +17.6% | -7.4% |
| 30D | +12.6% | -48.1% | +60.7% | +7.0% |
| 3M | +36.4% | -32.8% | +69.2% | +33.5% |
| 6M | +66.8% | -47.6% | +114.4% | +63.1% |
| YTD | +13.5% | +34.0% | -20.5% | +9.3% |
| 1Y | +11.3% | +65.0% | -53.7% | +1.6% |
| All | +11.3% | +54.6% | -43.3% | +1.6% |
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