+266.3%
VUG vs DOCU
+104.2%
+162.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +1.3% |
| 7D | -3.4% | -5.5% | +2.2% | -2.2% |
| 30D | -11.1% | +12.6% | -23.7% | -13.4% |
| 3M | -7.2% | +36.4% | -43.6% | -13.7% |
| 6M | -4.1% | +66.8% | -70.9% | -15.3% |
| YTD | +1.4% | +13.5% | -12.1% | -3.4% |
| 1Y | +1.9% | +11.3% | -9.4% | -2.7% |
| 3Y | +77.7% | +92.1% | -14.3% | +43.7% |
| 5Y | +57.6% | -71.0% | +128.6% | +71.3% |
| All | +266.3% | +104.2% | +162.1% | +158.1% |
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