+143.7%
VTR vs DOCU
+104.6%
+39.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | +3.2% | -4.8% | +8.0% | +3.5% |
| 30D | +9.1% | +9.4% | -0.3% | +8.4% |
| 3M | -3.6% | +29.0% | -32.6% | -5.3% |
| 6M | +3.8% | +62.3% | -58.5% | +0.1% |
| YTD | +17.8% | +13.7% | +4.1% | +16.1% |
| 1Y | +20.5% | +11.5% | +9.0% | +18.9% |
| 3Y | +132.4% | +94.2% | +38.2% | +114.8% |
| 5Y | +99.9% | -71.7% | +171.6% | +99.5% |
| All | +143.7% | +104.6% | +39.1% | +92.3% |
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