+112.0%
VSH vs DOCU
-9.0%
+121.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.7% | +0.7% | +4.9% |
| 7D | +4.1% | +6.9% | -2.8% | +4.9% |
| 30D | -4.2% | +19.0% | -23.2% | -2.0% |
| 3M | -50.0% | +34.3% | -84.3% | -47.4% |
| 6M | +80.2% | +48.0% | +32.2% | +89.0% |
| YTD | +121.1% | 0.0% | +121.1% | +146.7% |
| 1Y | +112.0% | -10.3% | +122.3% | +138.0% |
| All | +112.0% | -9.0% | +121.0% | +138.0% |
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 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