+19.9%
VGT vs DOCU
+11.6%
+8.3%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | +0.1% | +0.2% |
| 7D | -6.5% | -3.7% | -2.8% | -6.3% |
| 30D | -10.6% | +15.0% | -25.5% | -11.4% |
| 3M | -3.7% | +39.9% | -43.6% | -6.2% |
| 6M | +10.4% | +66.2% | -55.8% | +5.8% |
| YTD | +23.1% | +17.7% | +5.4% | +22.3% |
| 1Y | +19.9% | +13.7% | +6.2% | +19.7% |
| All | +19.9% | +11.6% | +8.3% | +19.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling