+74.4%
VNQ vs DOCU
+107.7%
-33.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.1% | -1.6% |
| 7D | +2.5% | -3.2% | +5.7% | +2.9% |
| 30D | +7.0% | +15.7% | -8.7% | +5.4% |
| 3M | -1.9% | +37.3% | -39.2% | -5.3% |
| 6M | +2.3% | +63.1% | -60.9% | -3.5% |
| YTD | +11.8% | +15.4% | -3.5% | +9.1% |
| 1Y | +11.9% | +11.3% | +0.5% | +9.4% |
| 3Y | +39.5% | +92.1% | -52.5% | +25.5% |
| 5Y | +6.3% | -70.5% | +76.8% | +6.8% |
| All | +74.4% | +107.7% | -33.3% | +42.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling