+905.2%
VRT vs DOCU
-78.0%
+983.2%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.7% | +0.7% | +3.3% |
| 7D | +9.1% | +6.9% | +2.2% | +7.2% |
| 30D | +0.9% | +19.0% | -18.1% | -4.2% |
| 3M | -13.4% | +34.3% | -47.7% | -21.7% |
| 6M | +11.7% | +48.0% | -36.3% | -3.8% |
| YTD | +73.2% | 0.0% | +73.2% | +67.4% |
| 1Y | +123.4% | -10.3% | +133.7% | +120.9% |
| 3Y | +606.2% | +32.4% | +573.8% | +480.5% |
| All | +905.2% | -78.0% | +983.2% | +948.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling