+482.9%
VST vs DOCU
+107.7%
+375.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.0% | -4.2% | -5.9% |
| 7D | -19.9% | -3.2% | -16.7% | -19.6% |
| 30D | -29.7% | +15.7% | -45.3% | -30.9% |
| 3M | -19.6% | +37.3% | -56.8% | -22.8% |
| 6M | -29.4% | +63.1% | -92.5% | -34.1% |
| YTD | -29.7% | +15.4% | -45.1% | -31.8% |
| 1Y | -40.0% | +11.3% | -51.4% | -41.6% |
| 3Y | +231.0% | +92.1% | +138.9% | +203.5% |
| 5Y | +500.1% | -70.5% | +570.6% | +502.4% |
| All | +482.9% | +107.7% | +375.2% | +353.3% |
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 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