+144.3%
VTR vs DOCU
+80.0%
+64.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.7% | -5.7% | -2.2% |
| 7D | -1.7% | +6.9% | -8.6% | -2.1% |
| 30D | -2.4% | +19.0% | -21.4% | -3.6% |
| 3M | +14.8% | +34.3% | -19.5% | +12.4% |
| 6M | +5.3% | +48.0% | -42.7% | +2.2% |
| YTD | +18.1% | 0.0% | +18.1% | +17.5% |
| 1Y | +36.7% | -10.3% | +47.0% | +36.8% |
| 3Y | +130.1% | +32.4% | +97.7% | +119.0% |
| 5Y | +89.5% | -77.9% | +167.4% | +92.1% |
| All | +144.3% | +80.0% | +64.3% | +94.6% |
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 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