-70.5%
DOCU vs VSAT
-9.7%
-60.8%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -11.1% | +9.1% | -0.7% |
| 7D | -3.2% | -23.9% | +20.6% | -0.4% |
| 30D | +15.7% | -20.2% | +35.9% | +18.0% |
| 3M | +37.3% | -26.7% | +64.0% | +40.8% |
| 6M | +63.1% | -9.4% | +72.6% | +59.4% |
| YTD | +15.4% | +72.3% | -56.9% | +0.5% |
| 1Y | +11.3% | +56.6% | -45.3% | -2.1% |
| 3Y | +92.1% | +199.9% | -107.8% | +35.1% |
| 5Y | -70.5% | -11.4% | -59.1% | -75.3% |
| All | -70.5% | -9.7% | -60.8% | -75.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling