+72.2%
DOCU vs VTEB
+20.1%
+52.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | +6.9% | -0.8% | +7.7% | +7.8% |
| 30D | +19.0% | -1.3% | +20.3% | +20.8% |
| 3M | +34.3% | -2.1% | +36.4% | +37.5% |
| 6M | +48.0% | -1.7% | +49.7% | +50.9% |
| YTD | 0.0% | -0.6% | +0.6% | +0.8% |
| 1Y | -10.3% | +3.1% | -13.3% | -12.8% |
| 3Y | +32.4% | +9.2% | +23.2% | +21.6% |
| 5Y | -77.9% | +2.2% | -80.1% | -79.0% |
| All | +72.2% | +20.1% | +52.1% | +142.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling