+5.8%
VNQ vs DOCU
-71.0%
+76.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.1% | -0.3% |
| 7D | +1.9% | -5.5% | +7.5% | +2.6% |
| 30D | +7.9% | +12.6% | -4.7% | +6.4% |
| 3M | -1.5% | +36.4% | -37.9% | -5.3% |
| 6M | +0.3% | +66.8% | -66.5% | -6.2% |
| YTD | +11.3% | +13.5% | -2.2% | +8.5% |
| 1Y | +11.8% | +11.3% | +0.5% | +9.2% |
| 3Y | +40.8% | +92.1% | -51.2% | +23.7% |
| All | +5.8% | -71.0% | +76.9% | +0.8% |
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