+223.5%
VOO vs DOCU
+112.5%
+111.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.1% | -0.5% |
| 7D | +2.6% | +4.1% | -1.5% | +2.0% |
| 30D | -2.0% | +7.4% | -9.3% | -3.0% |
| 3M | -2.8% | +26.0% | -28.8% | -6.3% |
| 6M | +2.2% | +79.2% | -77.0% | -7.0% |
| YTD | +11.5% | +18.1% | -6.5% | +7.3% |
| 1Y | +13.5% | +20.5% | -7.0% | +8.7% |
| 3Y | +78.1% | +96.4% | -18.3% | +53.6% |
| 5Y | +73.1% | -69.5% | +142.6% | +80.3% |
| All | +223.5% | +112.5% | +111.0% | +137.9% |
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 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