+62.5%
VSH vs DOCU
+10.1%
+52.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.7% | +7.4% | +5.3% |
| 7D | -12.9% | -5.5% | -7.4% | -14.1% |
| 30D | -36.9% | +12.6% | -49.5% | -35.0% |
| 3M | -28.8% | +36.4% | -65.2% | -23.4% |
| 6M | -30.3% | +66.8% | -97.1% | -20.9% |
| YTD | +62.4% | +13.5% | +48.9% | +88.9% |
| 1Y | +62.5% | +11.3% | +51.2% | +91.3% |
| All | +62.5% | +10.1% | +52.4% | +91.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling