-70.5%
DOCU vs VOO
+67.5%
-138.0%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.4% | +2.4% | +5.4% |
| 7D | -3.2% | -4.7% | +1.5% | +4.5% |
| 30D | +15.7% | -5.9% | +21.6% | +27.3% |
| 3M | +37.3% | -4.5% | +41.8% | +47.1% |
| 6M | +63.1% | +1.9% | +61.3% | +54.6% |
| YTD | +15.4% | +8.4% | +7.0% | -2.9% |
| 1Y | +11.3% | +9.5% | +1.9% | -8.1% |
| 3Y | +92.1% | +75.3% | +16.8% | -40.2% |
| 5Y | -70.5% | +67.9% | -138.3% | -88.5% |
| All | -70.5% | +67.5% | -138.0% | -88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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