-77.9%
VFC vs DOCU
-78.0%
+0.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.7% | -1.3% | +1.4% |
| 7D | -1.6% | +6.9% | -8.5% | -3.3% |
| 30D | -11.6% | +19.0% | -30.6% | -15.7% |
| 3M | -18.1% | +34.3% | -52.4% | -24.8% |
| 6M | -27.4% | +48.0% | -75.4% | -35.6% |
| YTD | -24.8% | 0.0% | -24.8% | -26.5% |
| 1Y | -8.2% | -10.3% | +2.1% | -8.2% |
| 3Y | -29.1% | +32.4% | -61.5% | -36.4% |
| All | -77.9% | -78.0% | +0.1% | -79.6% |
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