0.0%
VRT vs DOCU
+10.1%
-10.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.7% | +5.1% | +2.9% |
| 7D | -21.4% | -5.5% | -15.8% | -23.0% |
| 30D | -25.8% | +12.6% | -38.5% | -22.3% |
| 3M | -33.5% | +36.4% | -69.9% | -24.8% |
| 6M | -49.0% | +66.8% | -115.8% | -35.9% |
| YTD | +12.9% | +13.5% | -0.5% | +31.7% |
| 1Y | 0.0% | +11.3% | -11.3% | +17.6% |
| All | 0.0% | +10.1% | -10.1% | +17.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling