+31.1%
VCIT vs DOCU
+80.0%
-48.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.7% | -0.1% |
| 7D | -0.3% | +6.9% | -7.2% | -0.5% |
| 30D | -0.8% | +19.0% | -19.8% | -1.2% |
| 3M | -1.0% | +34.3% | -35.3% | -1.8% |
| 6M | -1.8% | +48.0% | -49.9% | -2.9% |
| YTD | -0.7% | 0.0% | -0.7% | -0.9% |
| 1Y | +1.0% | -10.3% | +11.3% | +1.0% |
| 3Y | +18.8% | +32.4% | -13.5% | +17.1% |
| 5Y | +3.5% | -77.9% | +81.4% | +3.9% |
| All | +31.1% | +80.0% | -48.9% | +28.9% |
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