+72.2%
DOCU vs VSAT
+17.1%
+55.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +5.0% | -1.3% | +3.2% |
| 7D | +6.9% | +11.8% | -4.9% | +5.7% |
| 30D | +19.0% | -7.0% | +26.0% | +19.7% |
| 3M | +34.3% | +3.3% | +31.0% | +31.9% |
| 6M | +48.0% | +57.4% | -9.4% | +36.3% |
| YTD | 0.0% | +118.6% | -118.6% | -12.7% |
| 1Y | -10.3% | +150.2% | -160.5% | -23.7% |
| 3Y | +32.4% | +160.7% | -128.3% | +3.1% |
| 5Y | -77.9% | +51.2% | -129.1% | -82.4% |
| All | +72.2% | +17.1% | +55.1% | +56.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling