+163.2%
VTV vs DOCU
+104.2%
+59.0%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | -0.3% |
| 7D | -2.2% | -5.5% | +3.4% | -1.7% |
| 30D | +2.2% | +12.6% | -10.4% | +1.1% |
| 3M | +0.3% | +36.4% | -36.1% | -2.5% |
| 6M | +8.3% | +66.8% | -58.5% | +3.1% |
| YTD | +18.5% | +13.5% | +5.1% | +16.4% |
| 1Y | +23.0% | +11.3% | +11.7% | +20.9% |
| 3Y | +72.6% | +92.1% | -19.4% | +58.7% |
| 5Y | +73.3% | -71.0% | +144.2% | +76.6% |
| All | +163.2% | +104.2% | +59.0% | +104.8% |
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