+168.7%
VTV vs DOCU
+104.4%
+64.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | 0.0% | -3.4% | +3.4% | +0.3% |
| 30D | +3.2% | +9.3% | -6.0% | +2.4% |
| 3M | +1.7% | +30.2% | -28.6% | -0.8% |
| 6M | +11.0% | +62.1% | -51.1% | +6.0% |
| YTD | +21.0% | +13.5% | +7.5% | +18.8% |
| 1Y | +24.3% | +11.5% | +12.8% | +22.1% |
| 3Y | +76.9% | +89.5% | -12.6% | +62.8% |
| 5Y | +76.9% | -69.6% | +146.6% | +79.7% |
| All | +168.7% | +104.4% | +64.4% | +109.0% |
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