-65.6%
VFC vs DOCU
+104.2%
-169.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.5% |
| 7D | +11.2% | -5.5% | +16.8% | +12.4% |
| 30D | +41.5% | +12.6% | +28.9% | +38.1% |
| 3M | +38.9% | +36.4% | +2.5% | +29.8% |
| 6M | +6.1% | +66.8% | -60.7% | -5.5% |
| YTD | +14.5% | +13.5% | +1.1% | +9.4% |
| 1Y | +46.0% | +11.3% | +34.7% | +39.7% |
| 3Y | +36.4% | +92.1% | -55.7% | +17.6% |
| 5Y | -67.5% | -71.0% | +3.4% | -67.5% |
| All | -65.6% | +104.2% | -169.9% | -77.4% |
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