+97.5%
VRSK vs DOCU
+104.6%
-7.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.1% | -2.0% |
| 7D | -0.4% | -4.8% | +4.3% | +0.2% |
| 30D | +12.9% | +9.4% | +3.5% | +11.5% |
| 3M | +4.9% | +29.0% | -24.2% | +1.0% |
| 6M | +17.3% | +62.3% | -45.0% | +9.4% |
| YTD | -9.6% | +13.7% | -23.3% | -12.2% |
| 1Y | -5.6% | +11.5% | -17.2% | -8.2% |
| 3Y | -12.9% | +94.2% | -107.1% | -24.0% |
| 5Y | -3.9% | -71.7% | +67.8% | +1.3% |
| All | +97.5% | +104.6% | -7.1% | +47.3% |
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