+206.6%
VTI vs DOCU
+104.4%
+102.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.2% | -0.3% |
| 7D | -0.4% | -3.4% | +2.9% | +0.1% |
| 30D | -3.2% | +9.3% | -12.5% | -4.6% |
| 3M | -2.9% | +30.2% | -33.1% | -7.2% |
| 6M | +2.4% | +62.1% | -59.7% | -6.0% |
| YTD | +11.2% | +13.5% | -2.4% | +7.3% |
| 1Y | +11.6% | +11.5% | +0.1% | +7.9% |
| 3Y | +76.6% | +89.5% | -12.9% | +51.6% |
| 5Y | +65.3% | -69.6% | +134.9% | +73.0% |
| All | +206.6% | +104.4% | +102.3% | +126.1% |
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 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