+104.6%
VGT vs DOCU
-69.6%
+174.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.4% | -1.9% |
| 7D | +2.5% | +4.1% | -1.6% | +1.6% |
| 30D | -9.5% | +7.4% | -16.9% | -11.0% |
| 3M | -9.5% | +26.0% | -35.5% | -14.5% |
| 6M | -1.8% | +79.2% | -81.0% | -15.3% |
| YTD | +18.4% | +18.1% | +0.3% | +11.6% |
| 1Y | +18.7% | +20.5% | -1.8% | +11.1% |
| 3Y | +103.8% | +96.4% | +7.4% | +61.8% |
| All | +104.6% | -69.6% | +174.3% | +96.6% |
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