+164.2%
VTV vs DOCU
+107.7%
+56.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.0% | -1.1% | -2.9% |
| 7D | -2.2% | -3.2% | +1.0% | -1.9% |
| 30D | +2.2% | +15.7% | -13.5% | +1.0% |
| 3M | +0.4% | +37.3% | -36.9% | -2.4% |
| 6M | +9.4% | +63.1% | -53.7% | +4.5% |
| YTD | +19.0% | +15.4% | +3.6% | +16.7% |
| 1Y | +23.3% | +11.3% | +12.0% | +21.2% |
| 3Y | +72.8% | +92.1% | -19.3% | +58.8% |
| 5Y | +73.9% | -70.5% | +144.4% | +77.0% |
| All | +164.2% | +107.7% | +56.6% | +105.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling