+565.3%
RVMD vs DOCU
-10.9%
+576.2%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -1.7% | +9.9% | +8.7% |
| 7D | +0.5% | -5.5% | +6.1% | +2.0% |
| 30D | -4.3% | +12.6% | -16.9% | -7.4% |
| 3M | -2.8% | +36.4% | -39.2% | -11.2% |
| 6M | +27.3% | +66.8% | -39.5% | +8.6% |
| YTD | +141.4% | +13.5% | +127.9% | +127.4% |
| 1Y | +213.3% | +11.3% | +202.0% | +195.8% |
| 3Y | +792.7% | +92.1% | +700.6% | +580.1% |
| 5Y | +470.6% | -71.0% | +541.5% | +504.8% |
| All | +565.3% | -10.9% | +576.2% | +474.1% |
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