+72.3%
VRSK vs DOCU
+71.3%
+1.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -4.9% | -0.7% | -4.9% |
| 7D | -9.7% | +0.7% | -10.4% | -9.8% |
| 30D | -8.5% | +8.0% | -16.5% | -9.6% |
| 3M | -1.7% | +41.0% | -42.7% | -6.3% |
| 6M | -17.9% | +33.7% | -51.5% | -21.3% |
| YTD | -21.1% | -4.9% | -16.3% | -21.4% |
| 1Y | -35.1% | -20.4% | -14.8% | -34.1% |
| 3Y | -26.7% | +29.6% | -56.3% | -32.3% |
| 5Y | -12.0% | -76.9% | +64.9% | -4.6% |
| All | +72.3% | +71.3% | +1.1% | +31.9% |
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