+51.5%
VMC vs DOCU
-71.9%
+123.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.0% | -2.1% | -3.8% |
| 7D | +1.9% | -3.2% | +5.1% | +2.3% |
| 30D | +14.7% | +15.7% | -1.0% | +12.3% |
| 3M | -0.3% | +37.3% | -37.5% | -5.0% |
| 6M | -1.7% | +63.1% | -64.8% | -9.1% |
| YTD | +0.7% | +15.4% | -14.7% | -2.6% |
| 1Y | +0.9% | +11.3% | -10.4% | -2.0% |
| 3Y | +40.5% | +92.1% | -51.6% | +20.4% |
| 5Y | +51.5% | -70.5% | +122.0% | +52.7% |
| All | +51.5% | -71.9% | +123.4% | +52.7% |
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