+72.2%
DOCU vs VYM
+153.2%
-81.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.4% | +4.1% | +4.0% |
| 7D | +6.9% | 0.0% | +6.9% | +6.9% |
| 30D | +19.0% | -0.5% | +19.5% | +19.6% |
| 3M | +34.3% | +3.0% | +31.3% | +30.9% |
| 6M | +48.0% | +8.2% | +39.8% | +37.7% |
| YTD | 0.0% | +15.8% | -15.8% | -12.6% |
| 1Y | -10.3% | +20.8% | -31.1% | -24.5% |
| 3Y | +32.4% | +65.3% | -32.9% | -13.7% |
| 5Y | -77.9% | +76.6% | -154.5% | -85.8% |
| All | +72.2% | +153.2% | -81.0% | -10.2% |
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 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