+18.6%
VSH vs DOCU
-71.9%
+90.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.8% | -2.0% | -12.8% | -14.5% |
| 7D | -25.2% | -3.2% | -22.0% | -24.8% |
| 30D | -41.8% | +15.7% | -57.5% | -43.2% |
| 3M | -33.4% | +37.3% | -70.7% | -37.1% |
| 6M | -31.0% | +63.1% | -94.2% | -37.5% |
| YTD | +53.6% | +15.4% | +38.2% | +47.4% |
| 1Y | +46.3% | +11.3% | +35.0% | +41.4% |
| 3Y | -1.0% | +92.1% | -93.0% | -14.9% |
| 5Y | +18.6% | -70.5% | +89.1% | +12.9% |
| All | +18.6% | -71.9% | +90.5% | +12.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling