+95.3%
DOCU vs VTEB
+21.6%
+73.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.8% | -1.9% |
| 7D | -5.5% | +1.0% | -6.6% | -6.6% |
| 30D | +12.6% | +4.9% | +7.7% | +7.1% |
| 3M | +36.4% | 0.0% | +36.4% | +36.4% |
| 6M | +66.8% | -0.3% | +67.1% | +67.4% |
| YTD | +13.5% | +0.7% | +12.7% | +12.7% |
| 1Y | +11.3% | +1.1% | +10.2% | +10.2% |
| 3Y | +92.1% | +12.7% | +79.4% | +71.0% |
| 5Y | -71.0% | +3.9% | -74.8% | -72.8% |
| All | +95.3% | +21.6% | +73.7% | +170.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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