+669.7%
VST vs DOCU
+80.0%
+589.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.7% | -0.2% | +3.1% |
| 7D | +8.9% | +6.9% | +2.0% | +8.1% |
| 30D | +6.2% | +19.0% | -12.8% | +3.9% |
| 3M | -2.7% | +34.3% | -37.0% | -6.6% |
| 6M | -8.4% | +48.0% | -56.4% | -13.5% |
| YTD | -7.2% | 0.0% | -7.2% | -8.3% |
| 1Y | -20.9% | -10.3% | -10.6% | -20.9% |
| 3Y | +384.0% | +32.4% | +351.6% | +361.8% |
| 5Y | +757.1% | -77.9% | +835.0% | +784.9% |
| All | +669.7% | +80.0% | +589.7% | +510.0% |
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 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