+95.7%
DOCU vs VIG
+189.4%
-93.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.2% | -2.7% |
| 7D | -4.8% | +0.4% | -5.2% | -5.4% |
| 30D | +9.4% | +4.3% | +5.1% | +3.9% |
| 3M | +29.0% | +2.0% | +27.0% | +25.6% |
| 6M | +62.3% | +10.2% | +52.1% | +44.3% |
| YTD | +13.7% | +14.8% | -1.1% | -4.3% |
| 1Y | +11.5% | +17.5% | -5.9% | -8.6% |
| 3Y | +94.2% | +67.4% | +26.8% | +6.1% |
| 5Y | -71.7% | +63.4% | -135.1% | -83.6% |
| All | +95.7% | +189.4% | -93.7% | -31.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling