+98.6%
VGT vs DOCU
-71.0%
+169.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -18.5% |
| 3M | -9.2% | +36.4% | -45.6% | -15.9% |
| 6M | -0.7% | +66.8% | -67.5% | -13.1% |
| YTD | +15.6% | +13.5% | +2.1% | +9.9% |
| 1Y | +14.4% | +11.3% | +3.1% | +9.0% |
| 3Y | +105.2% | +92.1% | +13.2% | +63.7% |
| All | +98.6% | -71.0% | +169.6% | +94.5% |
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