+98.2%
VEA vs DOCU
+104.4%
-6.1%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.6% | -0.7% |
| 7D | 0.0% | -3.4% | +3.3% | +0.3% |
| 30D | -1.4% | +9.3% | -10.7% | -2.4% |
| 3M | -4.1% | +30.2% | -34.3% | -7.0% |
| 6M | -1.3% | +62.1% | -63.4% | -6.8% |
| YTD | +12.1% | +13.5% | -1.5% | +9.5% |
| 1Y | +16.1% | +11.5% | +4.6% | +13.5% |
| 3Y | +73.0% | +89.5% | -16.5% | +55.3% |
| 5Y | +55.1% | -69.6% | +124.7% | +58.5% |
| All | +98.2% | +104.4% | -6.1% | +57.9% |
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