+24.9%
VSH vs DOCU
-71.0%
+96.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.7% | +7.4% | +6.0% |
| 7D | -12.9% | -5.5% | -7.4% | -12.2% |
| 30D | -36.9% | +12.6% | -49.5% | -38.2% |
| 3M | -28.8% | +36.4% | -65.2% | -32.6% |
| 6M | -30.3% | +66.8% | -97.1% | -37.1% |
| YTD | +62.4% | +13.5% | +48.9% | +56.2% |
| 1Y | +62.5% | +11.3% | +51.2% | +56.9% |
| 3Y | +7.4% | +92.1% | -84.7% | -7.7% |
| All | +24.9% | -71.0% | +96.0% | +19.1% |
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