+373.4%
VST vs DOCU
+33.7%
+339.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.7% | -0.2% | +2.9% |
| 7D | +8.9% | +6.9% | +2.0% | +7.6% |
| 30D | +6.2% | +19.0% | -12.8% | +2.7% |
| 3M | -2.7% | +34.3% | -37.0% | -8.9% |
| 6M | -8.4% | +48.0% | -56.4% | -17.0% |
| YTD | -7.2% | 0.0% | -7.2% | -7.3% |
| 1Y | -20.9% | -10.3% | -10.6% | -19.2% |
| All | +373.4% | +33.7% | +339.8% | +334.1% |
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 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