+141.7%
VTR vs DOCU
+104.2%
+37.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.3% | -0.2% |
| 7D | +4.7% | -5.5% | +10.2% | +5.0% |
| 30D | +10.9% | +12.6% | -1.8% | +10.0% |
| 3M | -3.2% | +36.4% | -39.6% | -5.3% |
| 6M | +3.7% | +66.8% | -63.1% | -0.1% |
| YTD | +16.8% | +13.5% | +3.3% | +15.2% |
| 1Y | +21.3% | +11.3% | +10.0% | +19.7% |
| 3Y | +119.0% | +92.1% | +27.0% | +102.7% |
| 5Y | +94.0% | -71.0% | +164.9% | +93.3% |
| All | +141.7% | +104.2% | +37.4% | +90.7% |
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