-76.5%
DOCU vs VIG
+63.1%
-139.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.2% | +4.5% |
| 7D | +6.9% | -0.4% | +7.3% | +7.7% |
| 30D | +19.0% | -1.0% | +20.0% | +21.0% |
| 3M | +34.3% | +2.8% | +31.5% | +27.9% |
| 6M | +48.0% | +8.2% | +39.8% | +27.4% |
| YTD | 0.0% | +11.0% | -11.0% | -18.1% |
| 1Y | -10.3% | +16.1% | -26.4% | -32.6% |
| 3Y | +32.4% | +56.2% | -23.8% | -45.4% |
| All | -76.5% | +63.1% | -139.6% | -91.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling