+228.8%
IVV vs DOCU
+111.8%
+117.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.6% |
| 7D | -0.7% | -3.7% | +3.0% | -0.2% |
| 30D | -1.0% | +15.0% | -16.0% | -3.1% |
| 3M | -0.3% | +39.9% | -40.2% | -5.4% |
| 6M | +7.4% | +66.2% | -58.8% | -1.3% |
| YTD | +13.4% | +17.7% | -4.3% | +9.1% |
| 1Y | +14.8% | +13.7% | +1.1% | +10.9% |
| 3Y | +83.3% | +95.9% | -12.6% | +58.1% |
| 5Y | +76.1% | -71.7% | +147.8% | +85.3% |
| All | +228.8% | +111.8% | +117.0% | +141.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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