+181.3%
VRTX vs DOCU
-71.9%
+253.2%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.8% | -1.0% |
| 7D | +0.5% | -3.2% | +3.7% | +0.7% |
| 30D | +8.0% | +15.7% | -7.7% | +6.8% |
| 3M | +11.9% | +37.3% | -25.4% | +9.0% |
| 6M | +27.8% | +63.1% | -35.3% | +22.5% |
| YTD | +19.7% | +15.4% | +4.3% | +17.7% |
| 1Y | +30.1% | +11.3% | +18.8% | +28.2% |
| 3Y | +44.2% | +92.1% | -47.9% | +34.3% |
| 5Y | +181.3% | -70.5% | +251.8% | +173.4% |
| All | +181.3% | -71.9% | +253.2% | +173.4% |
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