+142.3%
VT vs DOCU
+107.7%
+34.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.0% | -2.1% | -3.8% |
| 7D | -4.2% | -3.2% | -1.0% | -3.8% |
| 30D | -5.8% | +15.7% | -21.5% | -7.7% |
| 3M | -5.2% | +37.3% | -42.5% | -9.5% |
| 6M | +0.1% | +63.1% | -63.0% | -7.1% |
| YTD | +8.2% | +15.4% | -7.1% | +4.7% |
| 1Y | +10.1% | +11.3% | -1.2% | +7.0% |
| 3Y | +69.7% | +92.1% | -22.4% | +48.0% |
| 5Y | +53.4% | -70.5% | +123.9% | +59.6% |
| All | +142.3% | +107.7% | +34.6% | +84.7% |
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