+184.1%
VRTX vs DOCU
-78.0%
+262.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.7% | -5.8% | -2.4% |
| 7D | +0.8% | +6.9% | -6.1% | +0.3% |
| 30D | +12.6% | +19.0% | -6.4% | +11.0% |
| 3M | +23.6% | +34.3% | -10.7% | +20.5% |
| 6M | +14.3% | +48.0% | -33.7% | +10.2% |
| YTD | +20.5% | 0.0% | +20.4% | +19.8% |
| 1Y | +37.6% | -10.3% | +47.9% | +37.8% |
| 3Y | +55.5% | +32.4% | +23.1% | +48.8% |
| All | +184.1% | -78.0% | +262.1% | +186.2% |
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