+101.7%
DOCU vs VICR
+356.2%
-254.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.0% | +0.4% |
| 7D | +1.6% | +21.9% | -20.3% | -2.6% |
| 30D | +10.8% | -38.4% | +49.2% | +19.9% |
| 3M | +38.0% | -27.2% | +65.1% | +41.1% |
| 6M | +77.4% | -43.7% | +121.1% | +83.0% |
| YTD | +17.2% | +50.3% | -33.1% | -13.0% |
| 1Y | +15.6% | +74.6% | -59.0% | -18.0% |
| 3Y | +95.6% | +351.2% | -255.6% | -9.9% |
| 5Y | -69.7% | +2.5% | -72.2% | -79.8% |
| All | +101.7% | +356.2% | -254.5% | -17.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling