+57.7%
VT vs DOCU
-71.6%
+129.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.2% |
| 7D | -1.6% | -2.0% | +0.4% | -1.4% |
| 30D | -2.5% | +16.4% | -18.9% | -4.5% |
| 3M | -1.3% | +45.8% | -47.1% | -6.5% |
| 6M | +3.1% | +67.6% | -64.5% | -4.7% |
| YTD | +10.9% | +17.5% | -6.5% | +7.3% |
| 1Y | +12.1% | +10.0% | +2.0% | +9.3% |
| 3Y | +73.9% | +95.6% | -21.7% | +50.7% |
| All | +57.7% | -71.6% | +129.3% | +51.5% |
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