+97.4%
VGT vs DOCU
-71.9%
+169.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -2.0% | -5.4% | -6.9% |
| 7D | -12.4% | -3.2% | -9.2% | -11.8% |
| 30D | -17.5% | +15.7% | -33.2% | -20.3% |
| 3M | -10.5% | +37.3% | -47.7% | -17.2% |
| 6M | +0.5% | +63.1% | -62.7% | -11.6% |
| YTD | +14.0% | +15.4% | -1.4% | +8.0% |
| 1Y | +10.6% | +11.3% | -0.7% | +5.5% |
| 3Y | +103.4% | +92.1% | +11.3% | +62.3% |
| 5Y | +97.4% | -70.5% | +167.9% | +92.7% |
| All | +97.4% | -71.9% | +169.2% | +92.7% |
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 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