+76.0%
VNQ vs DOCU
+104.4%
-28.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | +2.2% | -3.4% | +5.5% | +2.5% |
| 30D | +7.1% | +9.3% | -2.2% | +6.1% |
| 3M | +0.8% | +30.2% | -29.4% | -2.1% |
| 6M | +2.2% | +62.1% | -59.9% | -3.4% |
| YTD | +12.8% | +13.5% | -0.7% | +10.2% |
| 1Y | +11.7% | +11.5% | +0.2% | +9.2% |
| 3Y | +44.5% | +89.5% | -45.0% | +30.1% |
| 5Y | +7.6% | -69.6% | +77.3% | +8.0% |
| All | +76.0% | +104.4% | -28.4% | +44.2% |
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