+346.3%
VRT vs DOCU
+91.1%
+255.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -2.0% | -12.1% | -13.8% |
| 7D | -28.1% | -3.2% | -24.9% | -27.9% |
| 30D | -30.2% | +15.7% | -45.9% | -31.3% |
| 3M | -36.4% | +37.3% | -73.7% | -39.0% |
| 6M | -48.2% | +63.1% | -111.3% | -52.0% |
| YTD | +9.2% | +15.4% | -6.2% | +9.7% |
| 1Y | -7.2% | +11.3% | -18.5% | -6.0% |
| All | +346.3% | +91.1% | +255.2% | +241.3% |
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 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