-36.6%
VTRS vs DOCU
+104.2%
-140.9%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.7% | +6.6% | +5.1% |
| 7D | +4.6% | -5.5% | +10.1% | +5.2% |
| 30D | +13.8% | +12.6% | +1.2% | +12.2% |
| 3M | +23.1% | +36.4% | -13.3% | +18.3% |
| 6M | +26.7% | +66.8% | -40.1% | +18.4% |
| YTD | +63.7% | +13.5% | +50.2% | +59.3% |
| 1Y | +103.9% | +11.3% | +92.6% | +98.7% |
| 3Y | +145.2% | +92.1% | +53.2% | +115.9% |
| 5Y | +79.0% | -71.0% | +149.9% | +85.2% |
| All | -36.6% | +104.2% | -140.9% | -56.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling