+9.1%
VNQ vs DOCU
-9.0%
+18.1%
-8.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.7% | -4.4% | -0.7% |
| 7D | -1.3% | +6.9% | -8.1% | -1.4% |
| 30D | -2.9% | +19.0% | -21.9% | -3.4% |
| 3M | +0.8% | +34.3% | -33.5% | -0.1% |
| 6M | +2.5% | +48.0% | -45.5% | +1.4% |
| YTD | +10.6% | 0.0% | +10.6% | +10.4% |
| 1Y | +9.1% | -10.3% | +19.3% | +8.9% |
| All | +9.1% | -9.0% | +18.1% | +8.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling