+111.2%
VSH vs DOCU
+80.0%
+31.2%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.7% | +0.7% | +3.8% |
| 7D | +4.1% | +6.9% | -2.8% | +2.9% |
| 30D | -4.2% | +19.0% | -23.2% | -7.2% |
| 3M | -50.0% | +34.3% | -84.3% | -53.1% |
| 6M | +80.2% | +48.0% | +32.2% | +64.5% |
| YTD | +121.1% | 0.0% | +121.1% | +116.5% |
| 1Y | +112.0% | -10.3% | +122.3% | +111.6% |
| 3Y | +22.5% | +32.4% | -9.9% | +10.9% |
| 5Y | +64.0% | -77.9% | +142.0% | +86.9% |
| All | +111.2% | +80.0% | +31.2% | +24.0% |
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