+1,740.6%
VRT vs DOCU
+40.1%
+1,700.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.7% | +5.1% | +3.8% |
| 7D | -21.4% | -5.5% | -15.8% | -20.4% |
| 30D | -25.8% | +12.6% | -38.5% | -27.8% |
| 3M | -33.5% | +36.4% | -69.9% | -38.5% |
| 6M | -49.0% | +66.8% | -115.8% | -55.6% |
| YTD | +12.9% | +13.5% | -0.5% | +6.2% |
| 1Y | 0.0% | +11.3% | -11.3% | -5.8% |
| 3Y | +361.8% | +92.1% | +269.8% | +267.8% |
| 5Y | +565.1% | -71.0% | +636.1% | +578.3% |
| All | +1,740.6% | +40.1% | +1,700.5% | +1,554.7% |
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