+119.8%
VTR vs DOCU
+91.1%
+28.7%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.8% | -0.2% |
| 7D | +6.4% | -3.2% | +9.6% | +6.4% |
| 30D | +8.8% | +15.7% | -6.9% | +8.6% |
| 3M | -3.2% | +37.3% | -40.5% | -3.5% |
| 6M | +3.8% | +63.1% | -59.3% | +3.3% |
| YTD | +17.2% | +15.4% | +1.8% | +17.6% |
| 1Y | +21.7% | +11.3% | +10.4% | +22.2% |
| All | +119.8% | +91.1% | +28.7% | +91.0% |
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