+26.7%
VTRS vs DOCU
+62.5%
-35.8%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.7% | +6.6% | +5.0% |
| 7D | +4.6% | -5.5% | +10.1% | +4.8% |
| 30D | +13.8% | +12.6% | +1.2% | +12.9% |
| 3M | +23.1% | +36.4% | -13.3% | +20.0% |
| 6M | +26.7% | +66.8% | -40.1% | +21.6% |
| All | +26.7% | +62.5% | -35.8% | +21.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling