+77.4%
VSH vs DOCU
+112.5%
-35.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.8% | -5.0% | -4.3% |
| 7D | +14.3% | +4.1% | +10.3% | +13.6% |
| 30D | -7.9% | +7.4% | -15.2% | -9.1% |
| 3M | -19.9% | +26.0% | -45.9% | -23.5% |
| 6M | -30.5% | +79.2% | -109.7% | -38.6% |
| YTD | +85.7% | +18.1% | +67.6% | +75.8% |
| 1Y | +98.9% | +20.5% | +78.4% | +87.5% |
| 3Y | +32.1% | +96.4% | -64.3% | +11.0% |
| 5Y | +39.7% | -69.5% | +109.2% | +49.5% |
| All | +77.4% | +112.5% | -35.1% | +0.7% |
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