+101.7%
DOCU vs VSAT
+16.8%
+84.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.3% | +2.9% | +3.2% |
| 7D | -0.4% | +12.5% | -12.9% | -1.8% |
| 30D | +12.9% | +11.0% | +1.9% | +11.2% |
| 3M | +35.1% | -11.1% | +46.2% | +35.5% |
| 6M | +76.2% | +2.8% | +73.4% | +71.0% |
| YTD | +17.2% | +118.0% | -100.8% | +1.6% |
| 1Y | +16.4% | +97.1% | -80.7% | +1.9% |
| 3Y | +95.6% | +296.8% | -201.2% | +41.6% |
| 5Y | -68.5% | +38.7% | -107.2% | -74.8% |
| All | +101.7% | +16.8% | +84.9% | +81.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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