+442.6%
VGT vs DOCU
+104.2%
+338.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.7% | +3.0% | +1.7% |
| 7D | -7.2% | -5.5% | -1.7% | -6.0% |
| 30D | -16.1% | +12.6% | -28.8% | -18.6% |
| 3M | -9.2% | +36.4% | -45.6% | -16.2% |
| 6M | -0.7% | +66.8% | -67.5% | -13.6% |
| YTD | +15.6% | +13.5% | +2.1% | +9.4% |
| 1Y | +14.4% | +11.3% | +3.1% | +8.5% |
| 3Y | +105.2% | +92.1% | +13.2% | +62.4% |
| 5Y | +100.0% | -71.0% | +171.0% | +122.9% |
| All | +442.6% | +104.2% | +338.4% | +255.1% |
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