-100.0%
VIVK vs DOCU
+104.6%
-204.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.6% | +0.2% | -23.7% | -23.6% |
| 7D | -44.2% | -4.8% | -39.4% | -44.0% |
| 30D | -90.0% | +9.4% | -99.4% | -90.1% |
| 3M | -98.0% | +29.0% | -127.0% | -98.0% |
| 6M | -99.9% | +62.3% | -162.2% | -99.9% |
| YTD | -99.9% | +13.7% | -113.6% | -99.9% |
| 1Y | -100.0% | +11.5% | -111.5% | -100.0% |
| 3Y | -100.0% | +94.2% | -194.2% | -100.0% |
| 5Y | -100.0% | -71.7% | -28.3% | -100.0% |
| All | -100.0% | +104.6% | -204.6% | -100.0% |
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