-71.7%
DOCU vs VOO
+72.0%
-143.7%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.3% | -2.2% | -3.7% |
| 7D | -4.8% | +0.1% | -4.9% | -5.4% |
| 30D | +9.4% | -3.3% | +12.7% | +15.0% |
| 3M | +29.0% | -2.4% | +31.4% | +33.1% |
| 6M | +62.3% | +2.6% | +59.7% | +52.4% |
| YTD | +13.7% | +11.3% | +2.4% | -8.6% |
| 1Y | +11.5% | +13.4% | -1.9% | -13.5% |
| 3Y | +94.2% | +80.3% | +13.9% | -42.4% |
| 5Y | -71.7% | +72.7% | -144.5% | -89.8% |
| All | -71.7% | +72.0% | -143.7% | -89.8% |
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