+80.8%
VTRS vs DOCU
-69.1%
+149.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +9.0% | +1.6% | +7.4% | +8.8% |
| 30D | +19.8% | +10.8% | +9.0% | +18.4% |
| 3M | +29.3% | +38.0% | -8.6% | +24.5% |
| 6M | +22.2% | +77.4% | -55.2% | +13.9% |
| YTD | +69.9% | +17.2% | +52.8% | +65.3% |
| 1Y | +94.4% | +15.6% | +78.8% | +89.2% |
| 3Y | +154.8% | +95.6% | +59.3% | +124.1% |
| 5Y | +80.8% | -69.7% | +150.5% | +68.5% |
| All | +80.8% | -69.1% | +149.8% | +68.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling