+64.1%
VTRS vs DOCU
-19.0%
+83.1%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.9% | +3.3% | -1.5% |
| 7D | -0.1% | +0.7% | -0.8% | -0.1% |
| 30D | +1.9% | +8.0% | -6.1% | +1.6% |
| 3M | +5.1% | +41.0% | -35.9% | +4.2% |
| 6M | +20.1% | +33.7% | -13.6% | +18.9% |
| YTD | +36.6% | -4.9% | +41.4% | +35.0% |
| 1Y | +64.1% | -20.4% | +84.5% | +57.4% |
| All | +64.1% | -19.0% | +83.1% | +57.4% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling