+247.6%
VRTX vs DOCU
+107.7%
+140.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.8% | -1.0% |
| 7D | +0.5% | -3.2% | +3.7% | +0.8% |
| 30D | +8.0% | +15.7% | -7.7% | +6.2% |
| 3M | +11.9% | +37.3% | -25.4% | +7.7% |
| 6M | +27.8% | +63.1% | -35.3% | +20.1% |
| YTD | +19.7% | +15.4% | +4.3% | +16.6% |
| 1Y | +30.1% | +11.3% | +18.8% | +27.2% |
| 3Y | +44.2% | +92.1% | -47.9% | +28.6% |
| 5Y | +181.3% | -70.5% | +251.8% | +202.1% |
| All | +247.6% | +107.7% | +140.0% | +130.0% |
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