+53.7%
VEA vs DOCU
-69.1%
+122.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +1.8% | +1.6% | +0.3% | +1.7% |
| 30D | -0.9% | +10.8% | -11.7% | -2.0% |
| 3M | -5.0% | +38.0% | -43.0% | -8.4% |
| 6M | 0.0% | +77.4% | -77.4% | -6.5% |
| YTD | +12.2% | +17.2% | -5.0% | +9.4% |
| 1Y | +14.7% | +15.6% | -0.9% | +12.0% |
| 3Y | +73.2% | +95.6% | -22.4% | +54.0% |
| 5Y | +53.7% | -69.7% | +123.4% | +46.3% |
| All | +53.7% | -69.1% | +122.7% | +46.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling