+142.1%
VTR vs DOCU
+112.5%
+29.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -0.9% |
| 7D | +0.2% | +4.1% | -3.9% | -0.1% |
| 30D | +5.5% | +7.4% | -1.9% | +5.0% |
| 3M | -0.9% | +26.0% | -26.9% | -2.5% |
| 6M | -0.4% | +79.2% | -79.6% | -4.5% |
| YTD | +17.0% | +18.1% | -1.0% | +15.1% |
| 1Y | +18.0% | +20.5% | -2.6% | +15.8% |
| 3Y | +127.4% | +96.4% | +31.0% | +110.1% |
| 5Y | +92.3% | -69.5% | +161.8% | +91.1% |
| All | +142.1% | +112.5% | +29.6% | +90.6% |
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