+94.1%
VEA vs DOCU
+104.2%
-10.2%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.2% | -0.3% |
| 7D | -2.2% | -5.5% | +3.3% | -1.6% |
| 30D | -3.4% | +12.6% | -16.0% | -4.6% |
| 3M | -5.6% | +36.4% | -42.0% | -8.9% |
| 6M | -3.4% | +66.8% | -70.2% | -9.2% |
| YTD | +9.7% | +13.5% | -3.7% | +7.2% |
| 1Y | +15.4% | +11.3% | +4.1% | +12.8% |
| 3Y | +68.5% | +92.1% | -23.5% | +51.0% |
| 5Y | +49.6% | -71.0% | +120.6% | +53.6% |
| All | +94.1% | +104.2% | -10.2% | +54.6% |
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