+98.6%
DOCU vs VIG
+183.6%
-84.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.3% | +1.4% | +1.9% |
| 7D | -3.2% | -2.0% | -1.2% | -1.1% |
| 30D | +15.7% | +2.7% | +12.9% | +11.9% |
| 3M | +37.3% | +0.3% | +36.9% | +36.4% |
| 6M | +63.1% | +7.6% | +55.5% | +49.1% |
| YTD | +15.4% | +12.5% | +2.9% | -0.4% |
| 1Y | +11.3% | +14.8% | -3.5% | -6.2% |
| 3Y | +92.1% | +63.2% | +28.9% | +8.2% |
| 5Y | -70.5% | +60.2% | -130.7% | -82.4% |
| All | +98.6% | +183.6% | -84.9% | -28.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling