+92.1%
DOCU vs VIG
+62.5%
+29.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.2% |
| 7D | -5.5% | -1.8% | -3.8% | -3.6% |
| 30D | +12.6% | +2.7% | +10.0% | +8.7% |
| 3M | +36.4% | 0.0% | +36.4% | +36.1% |
| 6M | +66.8% | +6.8% | +60.0% | +52.9% |
| YTD | +13.5% | +12.1% | +1.4% | -3.0% |
| 1Y | +11.3% | +14.8% | -3.5% | -8.2% |
| 3Y | +92.1% | +62.4% | +29.6% | -10.4% |
| All | +92.1% | +62.5% | +29.5% | -10.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling