+250.0%
VRTX vs DOCU
+80.0%
+169.9%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.7% | -5.8% | -2.5% |
| 7D | +0.8% | +6.9% | -6.1% | 0.0% |
| 30D | +12.6% | +19.0% | -6.4% | +10.3% |
| 3M | +23.6% | +34.3% | -10.7% | +19.1% |
| 6M | +14.3% | +48.0% | -33.7% | +8.4% |
| YTD | +20.5% | 0.0% | +20.4% | +19.4% |
| 1Y | +37.6% | -10.3% | +47.9% | +37.7% |
| 3Y | +55.5% | +32.4% | +23.1% | +45.0% |
| 5Y | +175.7% | -77.9% | +253.7% | +208.9% |
| All | +250.0% | +80.0% | +169.9% | +135.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling