+30.0%
VCIT vs DOCU
+107.7%
-77.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.3% |
| 7D | +0.5% | -3.2% | +3.7% | +0.5% |
| 30D | +2.1% | +15.7% | -13.6% | +1.7% |
| 3M | -1.6% | +37.3% | -38.9% | -2.4% |
| 6M | -1.6% | +63.1% | -64.7% | -2.9% |
| YTD | -1.5% | +15.4% | -16.9% | -2.1% |
| 1Y | -0.4% | +11.3% | -11.7% | -0.9% |
| 3Y | +19.6% | +92.1% | -72.5% | +16.7% |
| 5Y | +3.3% | -70.5% | +73.8% | +3.0% |
| All | +30.0% | +107.7% | -77.7% | +27.4% |
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