-34.8%
VTRS vs DOCU
+104.6%
-139.4%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.9% |
| 7D | +9.7% | -4.8% | +14.5% | +10.4% |
| 30D | +16.2% | +9.4% | +6.8% | +14.8% |
| 3M | +25.6% | +29.0% | -3.4% | +21.5% |
| 6M | +21.1% | +62.3% | -41.2% | +13.5% |
| YTD | +68.5% | +13.7% | +54.8% | +64.0% |
| 1Y | +109.6% | +11.5% | +98.1% | +104.3% |
| 3Y | +156.5% | +94.2% | +62.4% | +125.5% |
| 5Y | +73.5% | -71.7% | +145.3% | +80.3% |
| All | -34.8% | +104.6% | -139.4% | -55.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling