+72.2%
DOCU vs VOO
+229.1%
-156.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.4% | +4.1% | +4.2% |
| 7D | +6.9% | +0.1% | +6.8% | +6.7% |
| 30D | +19.0% | +0.1% | +18.9% | +19.1% |
| 3M | +34.3% | +2.0% | +32.3% | +30.7% |
| 6M | +48.0% | +13.0% | +35.0% | +25.5% |
| YTD | 0.0% | +13.6% | -13.6% | -15.6% |
| 1Y | -10.3% | +20.1% | -30.3% | -29.6% |
| 3Y | +32.4% | +77.6% | -45.2% | -36.7% |
| 5Y | -77.9% | +82.4% | -160.4% | -89.1% |
| All | +72.2% | +229.1% | -156.9% | -47.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling