+66.6%
VT vs DOCU
-78.0%
+144.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.7% | -0.5% |
| 7D | +0.4% | +6.9% | -6.4% | -0.5% |
| 30D | +1.0% | +19.0% | -18.0% | -1.5% |
| 3M | +2.4% | +34.3% | -31.9% | -2.1% |
| 6M | +12.0% | +48.0% | -36.0% | +5.1% |
| YTD | +15.3% | 0.0% | +15.3% | +14.2% |
| 1Y | +22.6% | -10.3% | +32.9% | +22.8% |
| 3Y | +74.7% | +32.4% | +42.3% | +60.2% |
| All | +66.6% | -78.0% | +144.6% | +70.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling