-10.9%
VRSK vs DOCU
+98.0%
-109.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | 0.0% | +0.6% |
| 7D | +1.6% | +4.1% | -2.5% | +1.0% |
| 30D | +15.1% | +7.4% | +7.7% | +13.9% |
| 3M | +12.1% | +26.0% | -13.9% | +8.3% |
| 6M | +29.4% | +79.2% | -49.8% | +19.7% |
| YTD | -6.4% | +18.1% | -24.4% | -11.5% |
| 1Y | -3.6% | +20.5% | -24.1% | -9.0% |
| 3Y | -10.9% | +96.4% | -107.3% | -21.5% |
| All | -10.9% | +98.0% | -109.0% | -21.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling