+98.6%
DOCU vs VT
+142.3%
-43.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.1% | +2.1% | +3.2% |
| 7D | -3.2% | -4.2% | +1.0% | +1.9% |
| 30D | +15.7% | -5.8% | +21.5% | +24.2% |
| 3M | +37.3% | -5.2% | +42.5% | +46.1% |
| 6M | +63.1% | +0.1% | +63.0% | +59.9% |
| YTD | +15.4% | +8.2% | +7.1% | +1.0% |
| 1Y | +11.3% | +10.1% | +1.2% | -4.9% |
| 3Y | +92.1% | +69.7% | +22.4% | -7.4% |
| 5Y | -70.5% | +53.4% | -123.9% | -83.1% |
| All | +98.6% | +142.3% | -43.6% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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