+63.8%
DOCU vs VTEB
+20.0%
+43.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | 0.0% | -4.8% | -4.8% |
| 7D | +0.7% | -0.2% | +0.9% | +0.9% |
| 30D | +8.0% | -1.6% | +9.6% | +9.9% |
| 3M | +41.0% | -2.0% | +43.0% | +44.1% |
| 6M | +33.7% | -1.7% | +35.3% | +36.2% |
| YTD | -4.9% | -0.6% | -4.3% | -4.1% |
| 1Y | -20.4% | +1.8% | -22.2% | -21.7% |
| 3Y | +29.6% | +9.6% | +20.0% | +18.7% |
| 5Y | -76.9% | +2.1% | -79.0% | -78.0% |
| All | +63.8% | +20.0% | +43.8% | +130.4% |
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