+95.7%
DOCU vs VO
+140.3%
-44.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.7% | -2.6% | -3.2% |
| 7D | -4.8% | -0.1% | -4.6% | -4.8% |
| 30D | +9.4% | +0.5% | +8.9% | +8.4% |
| 3M | +29.0% | -1.0% | +30.0% | +30.1% |
| 6M | +62.3% | +6.4% | +55.9% | +49.2% |
| YTD | +13.7% | +13.6% | +0.1% | -4.5% |
| 1Y | +11.5% | +14.5% | -2.9% | -7.1% |
| 3Y | +94.2% | +67.2% | +27.0% | +1.7% |
| 5Y | -71.7% | +36.1% | -107.8% | -80.0% |
| All | +95.7% | +140.3% | -44.6% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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