+142.4%
VTR vs DOCU
+107.7%
+34.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.8% | -0.1% |
| 7D | +6.4% | -3.2% | +9.6% | +6.6% |
| 30D | +8.8% | +15.7% | -6.9% | +7.7% |
| 3M | -3.2% | +37.3% | -40.5% | -5.3% |
| 6M | +3.8% | +63.1% | -59.3% | +0.2% |
| YTD | +17.2% | +15.4% | +1.8% | +15.5% |
| 1Y | +21.7% | +11.3% | +10.4% | +20.1% |
| 3Y | +120.8% | +92.1% | +28.7% | +104.3% |
| 5Y | +94.6% | -70.5% | +165.1% | +93.7% |
| All | +142.4% | +107.7% | +34.8% | +91.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling