-71.7%
DOCU vs VT
+57.9%
-129.6%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -2.0% | -1.6% | -0.4% | +0.6% |
| 30D | +16.4% | -2.5% | +18.9% | +21.1% |
| 3M | +45.8% | -1.3% | +47.1% | +48.1% |
| 6M | +67.6% | +3.1% | +64.5% | +54.5% |
| YTD | +17.5% | +10.9% | +6.5% | -7.3% |
| 1Y | +10.0% | +12.1% | -2.0% | -15.0% |
| 3Y | +95.6% | +73.9% | +21.7% | -42.0% |
| All | -71.7% | +57.9% | -129.6% | -87.8% |
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 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