+162.0%
VTRS vs DOCU
+96.5%
+65.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +9.0% | +1.6% | +7.4% | +8.9% |
| 30D | +19.8% | +10.8% | +9.0% | +19.0% |
| 3M | +29.3% | +38.0% | -8.6% | +26.6% |
| 6M | +22.2% | +77.4% | -55.2% | +17.4% |
| YTD | +69.9% | +17.2% | +52.8% | +67.5% |
| 1Y | +94.4% | +15.6% | +78.8% | +91.6% |
| All | +162.0% | +96.5% | +65.4% | +140.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling