+13.7%
DOCU vs VIG
+19.5%
-5.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | -0.8% |
| 7D | -3.7% | +2.7% | -6.4% | -5.0% |
| 30D | +15.0% | +7.0% | +7.9% | +11.1% |
| 3M | +39.9% | +4.0% | +35.9% | +37.4% |
| 6M | +66.2% | +12.3% | +53.9% | +57.3% |
| YTD | +17.7% | +16.4% | +1.3% | +8.8% |
| 1Y | +13.7% | +19.2% | -5.5% | -0.2% |
| All | +13.7% | +19.5% | -5.8% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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