+72.9%
VTV vs DOCU
-71.0%
+144.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +1.2% |
| 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% | +16.5% |
| 1Y | +23.0% | +11.3% | +11.7% | +21.0% |
| 3Y | +72.6% | +92.1% | -19.4% | +58.3% |
| All | +72.9% | -71.0% | +144.0% | +65.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling