+95.3%
DOCU vs VYM
+146.6%
-51.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.3% |
| 7D | -5.5% | -2.8% | -2.7% | -3.2% |
| 30D | +12.6% | +1.0% | +11.6% | +11.6% |
| 3M | +36.4% | -2.9% | +39.3% | +39.7% |
| 6M | +66.8% | +2.6% | +64.2% | +62.9% |
| YTD | +13.5% | +12.8% | +0.7% | +1.3% |
| 1Y | +11.3% | +16.8% | -5.5% | -3.6% |
| 3Y | +92.1% | +66.9% | +25.2% | +24.1% |
| 5Y | -71.0% | +66.5% | -137.5% | -80.6% |
| All | +95.3% | +146.6% | -51.3% | +4.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling