-100.0%
VIVK vs DOCU
+107.7%
-207.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.3% | -2.0% | -21.4% | -23.2% |
| 7D | -75.3% | -3.2% | -72.1% | -75.3% |
| 30D | -92.3% | +15.7% | -108.0% | -92.4% |
| 3M | -98.3% | +37.3% | -135.6% | -98.4% |
| 6M | -99.9% | +63.1% | -163.1% | -99.9% |
| YTD | -99.9% | +15.4% | -115.3% | -99.9% |
| 1Y | -100.0% | +11.3% | -111.3% | -100.0% |
| 3Y | -100.0% | +92.1% | -192.1% | -100.0% |
| 5Y | -100.0% | -70.5% | -29.5% | -100.0% |
| All | -100.0% | +107.7% | -207.7% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling