-19.2%
DOCU vs VTEB
+1.3%
-20.5%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.4% | +0.4% |
| 7D | -1.4% | -0.7% | -0.7% | +0.3% |
| 30D | +8.1% | -2.1% | +10.1% | +14.2% |
| 3M | +43.0% | -2.7% | +45.7% | +51.3% |
| 6M | +32.4% | -2.1% | +34.5% | +37.5% |
| YTD | -5.8% | -1.1% | -4.7% | -1.2% |
| 1Y | -19.2% | +1.3% | -20.6% | -17.9% |
| All | -19.2% | +1.3% | -20.5% | -17.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling