+30.9%
DOCU vs VT
+75.0%
-44.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | +6.9% | +0.4% | +6.4% | +6.4% |
| 30D | +19.0% | +1.0% | +18.0% | +17.9% |
| 3M | +34.3% | +2.4% | +31.9% | +30.8% |
| 6M | +48.0% | +12.0% | +36.0% | +28.9% |
| YTD | 0.0% | +15.3% | -15.3% | -16.5% |
| 1Y | -10.3% | +22.6% | -32.9% | -31.0% |
| All | +30.9% | +75.0% | -44.1% | -40.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling