+99.7%
VEA vs DOCU
+104.6%
-4.9%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.8% | +2.9% |
| 7D | +0.4% | -4.8% | +5.2% | +0.9% |
| 30D | -0.7% | +9.4% | -10.0% | -1.6% |
| 3M | -3.9% | +29.0% | -32.9% | -6.7% |
| 6M | -0.6% | +62.3% | -62.9% | -6.1% |
| YTD | +12.9% | +13.7% | -0.7% | +10.3% |
| 1Y | +18.4% | +11.5% | +6.8% | +15.7% |
| 3Y | +75.3% | +94.2% | -18.9% | +56.9% |
| 5Y | +54.3% | -71.7% | +126.1% | +58.8% |
| All | +99.7% | +104.6% | -4.9% | +59.1% |
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