-20.4%
DOCU vs VYM
+19.9%
-40.3%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.4% | -4.4% | -4.7% |
| 7D | +0.7% | +0.1% | +0.6% | +0.6% |
| 30D | +8.0% | -1.3% | +9.3% | +8.4% |
| 3M | +41.0% | +4.1% | +36.9% | +39.9% |
| 6M | +33.7% | +9.8% | +23.9% | +30.6% |
| YTD | -4.9% | +15.3% | -20.2% | -11.2% |
| 1Y | -20.4% | +20.0% | -40.4% | -29.0% |
| All | -20.4% | +19.9% | -40.3% | -29.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling