+44.8%
VNQ vs DOCU
+98.0%
-53.3%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.7% | 0.0% |
| 7D | +0.8% | +4.1% | -3.3% | +0.5% |
| 30D | +6.8% | +7.4% | -0.6% | +6.2% |
| 3M | -1.3% | +26.0% | -27.3% | -3.1% |
| 6M | +2.4% | +79.2% | -76.8% | -2.5% |
| YTD | +12.1% | +18.1% | -6.0% | +10.4% |
| 1Y | +12.0% | +20.5% | -8.5% | +10.0% |
| 3Y | +44.8% | +96.4% | -51.6% | +30.9% |
| All | +44.8% | +98.0% | -53.3% | +30.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling