+74.5%
VTI vs DOCU
+87.9%
-13.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.1% | +0.6% |
| 7D | -2.6% | -5.5% | +3.0% | -2.0% |
| 30D | -5.0% | +12.6% | -17.7% | -6.4% |
| 3M | -4.3% | +36.4% | -40.7% | -8.1% |
| 6M | +0.6% | +66.8% | -66.2% | -6.3% |
| YTD | +8.9% | +13.5% | -4.6% | +6.7% |
| 1Y | +11.1% | +11.3% | -0.2% | +9.1% |
| 3Y | +74.5% | +92.1% | -17.6% | +54.4% |
| All | +74.5% | +87.9% | -13.4% | +54.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling