+29.7%
VCIT vs DOCU
+111.8%
-82.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | +0.4% | -3.7% | +4.1% | +0.5% |
| 30D | +2.2% | +15.0% | -12.8% | +1.8% |
| 3M | -1.8% | +39.9% | -41.7% | -2.7% |
| 6M | -1.6% | +66.2% | -67.8% | -3.0% |
| YTD | -1.7% | +17.7% | -19.4% | -2.3% |
| 1Y | -0.8% | +13.7% | -14.5% | -1.4% |
| 3Y | +19.3% | +95.9% | -76.6% | +16.4% |
| 5Y | +3.5% | -71.7% | +75.2% | +3.3% |
| All | +29.7% | +111.8% | -82.1% | +27.1% |
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