+95.3%
DOCU vs VO
+133.9%
-38.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.5% | -1.5% |
| 7D | -5.5% | -2.6% | -3.0% | -2.6% |
| 30D | +12.6% | -0.9% | +13.6% | +13.7% |
| 3M | +36.4% | -3.0% | +39.4% | +41.1% |
| 6M | +66.8% | +2.2% | +64.6% | +61.3% |
| YTD | +13.5% | +10.6% | +2.9% | -1.4% |
| 1Y | +11.3% | +12.5% | -1.2% | -5.3% |
| 3Y | +92.1% | +61.4% | +30.7% | +5.2% |
| 5Y | -71.0% | +33.4% | -104.4% | -78.9% |
| All | +95.3% | +133.9% | -38.5% | +5.8% |
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