+168.4%
VTV vs DOCU
+104.6%
+63.8%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.9% |
| 7D | -0.5% | -4.8% | +4.3% | -0.1% |
| 30D | +3.1% | +9.4% | -6.3% | +2.3% |
| 3M | +1.8% | +29.0% | -27.2% | -0.5% |
| 6M | +10.9% | +62.3% | -51.4% | +5.9% |
| YTD | +20.9% | +13.7% | +7.2% | +18.6% |
| 1Y | +24.6% | +11.5% | +13.1% | +22.5% |
| 3Y | +78.6% | +94.2% | -15.6% | +64.0% |
| 5Y | +76.4% | -71.7% | +148.2% | +80.2% |
| All | +168.4% | +104.6% | +63.8% | +108.7% |
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