+101.7%
DOCU vs VYM
+155.8%
-54.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.9% | +2.3% | +2.4% |
| 7D | -0.4% | -0.2% | -0.3% | -0.3% |
| 30D | +12.9% | +3.6% | +9.3% | +9.5% |
| 3M | +35.1% | -0.1% | +35.2% | +35.0% |
| 6M | +76.2% | +7.1% | +69.1% | +65.8% |
| YTD | +17.2% | +17.0% | +0.2% | +1.4% |
| 1Y | +16.4% | +19.0% | -2.6% | -0.7% |
| 3Y | +95.6% | +74.4% | +21.2% | +21.7% |
| 5Y | -68.5% | +72.7% | -141.2% | -79.6% |
| All | +101.7% | +155.8% | -54.0% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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