+89.5%
DOCU vs VSXY
+501.6%
-412.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | +0.1% |
| 7D | -3.4% | +10.2% | -13.5% | -4.3% |
| 30D | +9.3% | +33.6% | -24.4% | +6.0% |
| 3M | +30.2% | +10.8% | +19.4% | +28.5% |
| 6M | +62.1% | +130.5% | -68.4% | +45.0% |
| YTD | +13.5% | +104.4% | -90.9% | +2.5% |
| 1Y | +11.5% | +216.5% | -205.0% | -6.6% |
| 3Y | +89.5% | +465.9% | -376.4% | +47.2% |
| All | +89.5% | +501.6% | -412.1% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 3y: compounded portfolio wealth divided by compounded VSXY 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…
3y analysis · Full analysis span regression · 6 months rolling