+108.6%
VTRS vs DOCU
+10.8%
+97.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.9% |
| 7D | +9.7% | -4.8% | +14.5% | +9.8% |
| 30D | +16.2% | +9.4% | +6.8% | +15.8% |
| 3M | +25.6% | +29.0% | -3.4% | +24.6% |
| 6M | +21.1% | +62.3% | -41.2% | +19.2% |
| YTD | +68.5% | +13.7% | +54.8% | +66.5% |
| All | +108.6% | +10.8% | +97.8% | +106.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling