+200.3%
VTI vs DOCU
+104.2%
+96.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.1% | +0.6% |
| 7D | -2.6% | -5.5% | +3.0% | -1.7% |
| 30D | -5.0% | +12.6% | -17.7% | -6.8% |
| 3M | -4.3% | +36.4% | -40.7% | -9.2% |
| 6M | +0.6% | +66.8% | -66.2% | -8.1% |
| YTD | +8.9% | +13.5% | -4.6% | +5.1% |
| 1Y | +11.1% | +11.3% | -0.2% | +7.5% |
| 3Y | +74.5% | +92.1% | -17.6% | +49.5% |
| 5Y | +60.1% | -71.0% | +131.1% | +68.7% |
| All | +200.3% | +104.2% | +96.1% | +121.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling