+110.3%
VEA vs DOCU
+80.0%
+30.3%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.7% | -3.3% | +0.1% |
| 7D | +1.0% | +6.9% | -5.9% | +0.3% |
| 30D | +1.9% | +19.0% | -17.0% | 0.0% |
| 3M | +3.2% | +34.3% | -31.1% | -0.3% |
| 6M | +10.2% | +48.0% | -37.8% | +4.9% |
| YTD | +18.9% | 0.0% | +18.9% | +17.9% |
| 1Y | +29.3% | -10.3% | +39.6% | +29.4% |
| 3Y | +76.8% | +32.4% | +44.4% | +65.3% |
| 5Y | +61.2% | -77.9% | +139.2% | +70.3% |
| All | +110.3% | +80.0% | +30.3% | +70.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling