+249.3%
VST vs DOCU
+94.9%
+154.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +0.2% | -14.0% | -13.9% |
| 7D | -15.7% | -3.7% | -12.0% | -15.3% |
| 30D | -17.0% | +15.0% | -31.9% | -19.0% |
| 3M | -15.9% | +39.9% | -55.8% | -21.0% |
| 6M | -25.0% | +66.2% | -91.1% | -32.9% |
| YTD | -25.1% | +17.7% | -42.8% | -27.4% |
| 1Y | -34.9% | +13.7% | -48.5% | -36.2% |
| All | +249.3% | +94.9% | +154.4% | +224.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling