+170.3%
VTV vs DOCU
+110.9%
+59.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +2.3% | +1.6% | +0.7% | +2.2% |
| 30D | +3.8% | +10.8% | -7.0% | +2.9% |
| 3M | +1.7% | +38.0% | -36.3% | -1.2% |
| 6M | +10.9% | +77.4% | -66.5% | +5.1% |
| YTD | +21.7% | +17.2% | +4.6% | +19.2% |
| 1Y | +23.4% | +15.6% | +7.8% | +20.9% |
| 3Y | +78.0% | +95.6% | -17.6% | +63.4% |
| 5Y | +77.4% | -69.7% | +147.1% | +80.2% |
| All | +170.3% | +110.9% | +59.4% | +109.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling