+134.6%
VTR vs DOCU
+33.7%
+100.9%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.7% | -5.7% | -2.0% |
| 7D | -1.7% | +6.9% | -8.6% | -1.8% |
| 30D | -2.4% | +19.0% | -21.4% | -2.7% |
| 3M | +14.8% | +34.3% | -19.5% | +14.2% |
| 6M | +5.3% | +48.0% | -42.7% | +4.7% |
| YTD | +18.1% | 0.0% | +18.1% | +18.6% |
| 1Y | +36.7% | -10.3% | +47.0% | +37.6% |
| All | +134.6% | +33.7% | +100.9% | +110.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling