+468.7%
VGT vs DOCU
+110.9%
+357.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.2% | -0.3% | +2.1% |
| 7D | -1.6% | -0.4% | -1.1% | -1.5% |
| 30D | -10.1% | +12.9% | -23.0% | -12.8% |
| 3M | -5.3% | +35.1% | -40.3% | -12.4% |
| 6M | +0.2% | +76.2% | -76.0% | -13.9% |
| YTD | +21.1% | +17.2% | +3.9% | +13.8% |
| 1Y | +18.2% | +16.4% | +1.8% | +10.9% |
| 3Y | +107.4% | +95.6% | +11.8% | +63.5% |
| 5Y | +111.5% | -68.5% | +180.0% | +131.1% |
| All | +468.7% | +110.9% | +357.7% | +269.4% |
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