-67.9%
VFC vs DOCU
-71.0%
+3.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.6% |
| 7D | +11.2% | -5.5% | +16.8% | +12.8% |
| 30D | +41.5% | +12.6% | +28.9% | +37.1% |
| 3M | +38.9% | +36.4% | +2.5% | +27.3% |
| 6M | +6.1% | +66.8% | -60.7% | -8.8% |
| YTD | +14.5% | +13.5% | +1.1% | +8.0% |
| 1Y | +46.0% | +11.3% | +34.7% | +38.1% |
| 3Y | +36.4% | +92.1% | -55.7% | +11.5% |
| All | -67.9% | -71.0% | +3.2% | -71.0% |
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 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