+521.1%
VST vs DOCU
+111.8%
+409.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +0.2% | -14.0% | -13.8% |
| 7D | -15.7% | -3.7% | -12.0% | -15.4% |
| 30D | -17.0% | +15.0% | -31.9% | -18.4% |
| 3M | -15.9% | +39.9% | -55.8% | -19.4% |
| 6M | -25.0% | +66.2% | -91.1% | -30.1% |
| YTD | -25.1% | +17.7% | -42.8% | -27.5% |
| 1Y | -34.9% | +13.7% | -48.5% | -36.7% |
| 3Y | +252.7% | +95.9% | +156.8% | +222.7% |
| 5Y | +582.3% | -71.7% | +654.0% | +586.0% |
| All | +521.1% | +111.8% | +409.3% | +382.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling