+542.8%
VRT vs DOCU
-71.9%
+614.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -2.0% | -12.1% | -13.5% |
| 7D | -28.1% | -3.2% | -24.9% | -27.5% |
| 30D | -30.2% | +15.7% | -45.9% | -33.0% |
| 3M | -36.4% | +37.3% | -73.7% | -42.4% |
| 6M | -48.2% | +63.1% | -111.3% | -56.2% |
| YTD | +9.2% | +15.4% | -6.2% | +0.8% |
| 1Y | -7.2% | +11.3% | -18.5% | -13.6% |
| 3Y | +338.7% | +92.1% | +246.6% | +217.4% |
| 5Y | +542.8% | -70.5% | +613.3% | +510.9% |
| All | +542.8% | -71.9% | +614.7% | +510.9% |
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