+263.0%
VUG vs DOCU
+107.7%
+155.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.0% | -3.5% | -5.1% |
| 7D | -7.1% | -3.2% | -3.9% | -6.5% |
| 30D | -12.1% | +15.7% | -27.8% | -14.9% |
| 3M | -8.1% | +37.3% | -45.4% | -14.6% |
| 6M | -3.2% | +63.1% | -66.3% | -14.1% |
| YTD | +0.5% | +15.4% | -14.9% | -4.6% |
| 1Y | -0.7% | +11.3% | -12.0% | -5.2% |
| 3Y | +77.1% | +92.1% | -14.9% | +43.3% |
| 5Y | +56.2% | -70.5% | +126.7% | +69.2% |
| All | +263.0% | +107.7% | +155.3% | +154.9% |
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 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