+224.8%
VOO vs DOCU
+110.9%
+113.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +3.3% | +1.6% | +1.7% | +3.0% |
| 30D | -2.7% | +10.8% | -13.5% | -4.2% |
| 3M | -1.7% | +38.0% | -39.7% | -6.6% |
| 6M | +3.1% | +77.4% | -74.3% | -6.0% |
| YTD | +11.9% | +17.2% | -5.2% | +7.8% |
| 1Y | +12.1% | +15.6% | -3.5% | +8.0% |
| 3Y | +78.6% | +95.6% | -17.0% | +54.1% |
| 5Y | +73.8% | -69.7% | +143.5% | +81.2% |
| All | +224.8% | +110.9% | +113.8% | +139.0% |
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