+67.9%
VOO vs DOCU
-71.9%
+139.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.0% | -2.4% | -4.1% |
| 7D | -4.7% | -3.2% | -1.5% | -4.3% |
| 30D | -5.9% | +15.7% | -21.6% | -7.9% |
| 3M | -4.5% | +37.3% | -41.8% | -9.1% |
| 6M | +1.9% | +63.1% | -61.3% | -6.0% |
| YTD | +8.4% | +15.4% | -7.0% | +4.8% |
| 1Y | +9.5% | +11.3% | -1.9% | +6.3% |
| 3Y | +75.3% | +92.1% | -16.8% | +51.1% |
| 5Y | +67.9% | -70.5% | +138.3% | +61.9% |
| All | +67.9% | -71.9% | +139.7% | +61.9% |
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 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