+94.9%
DOCU vs VICR
+361.4%
-266.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.0% | -0.8% | +3.1% |
| 7D | -0.4% | +5.7% | -6.1% | -0.6% |
| 30D | +12.9% | -35.2% | +48.1% | +14.2% |
| 3M | +35.1% | -20.3% | +55.4% | +35.0% |
| 6M | +76.2% | -46.3% | +122.5% | +78.5% |
| YTD | +17.2% | +53.4% | -36.2% | +2.2% |
| 1Y | +16.4% | +81.6% | -65.2% | -1.2% |
| All | +94.9% | +361.4% | -266.5% | +29.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling