-76.5%
DOCU vs VT
+66.2%
-142.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | +6.9% | +0.4% | +6.4% | +6.1% |
| 30D | +19.0% | +1.0% | +18.0% | +17.1% |
| 3M | +34.3% | +2.4% | +31.9% | +27.8% |
| 6M | +48.0% | +12.0% | +36.0% | +17.4% |
| YTD | 0.0% | +15.3% | -15.3% | -25.4% |
| 1Y | -10.3% | +22.6% | -32.9% | -40.8% |
| 3Y | +32.4% | +74.7% | -42.3% | -59.4% |
| All | -76.5% | +66.2% | -142.7% | -91.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling