-51.4%
VG vs DOCU
-13.6%
-37.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.0% | -2.0% | -3.5% |
| 7D | -22.0% | -3.2% | -18.8% | -21.4% |
| 30D | -14.7% | +15.7% | -30.4% | -17.8% |
| 3M | -7.1% | +37.3% | -44.4% | -14.7% |
| 6M | -11.2% | +63.1% | -74.3% | -23.8% |
| YTD | +69.8% | +15.4% | +54.4% | +65.5% |
| 1Y | +49.9% | +11.3% | +38.5% | +48.4% |
| All | -51.4% | -13.6% | -37.8% | -48.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling