+74.6%
VTI vs DOCU
-78.0%
+152.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.7% | -4.0% | -0.9% |
| 7D | +0.1% | +6.9% | -6.8% | -1.0% |
| 30D | 0.0% | +19.0% | -19.0% | -2.9% |
| 3M | +2.0% | +34.3% | -32.3% | -3.2% |
| 6M | +13.0% | +48.0% | -35.1% | +5.0% |
| YTD | +13.9% | 0.0% | +13.9% | +12.5% |
| 1Y | +20.0% | -10.3% | +30.3% | +20.1% |
| 3Y | +75.8% | +32.4% | +43.4% | +59.5% |
| All | +74.6% | -78.0% | +152.6% | +81.2% |
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