+94.9%
VEA vs DOCU
+107.7%
-12.8%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.0% | -1.8% | -3.5% |
| 7D | -3.2% | -3.2% | 0.0% | -2.9% |
| 30D | -4.1% | +15.7% | -19.8% | -5.6% |
| 3M | -5.5% | +37.3% | -42.8% | -8.8% |
| 6M | -0.4% | +63.1% | -63.5% | -6.0% |
| YTD | +10.2% | +15.4% | -5.2% | +7.5% |
| 1Y | +15.3% | +11.3% | +4.0% | +12.8% |
| 3Y | +68.7% | +92.1% | -23.4% | +51.2% |
| 5Y | +50.3% | -70.5% | +120.8% | +54.0% |
| All | +94.9% | +107.7% | -12.8% | +55.0% |
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