+275.5%
VUG vs DOCU
+112.5%
+163.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.1% |
| 7D | +2.5% | +4.1% | -1.6% | +1.7% |
| 30D | -6.3% | +7.4% | -13.6% | -7.8% |
| 3M | -6.0% | +26.0% | -32.0% | -11.0% |
| 6M | -3.5% | +79.2% | -82.7% | -16.0% |
| YTD | +3.9% | +18.1% | -14.1% | -1.8% |
| 1Y | +5.1% | +20.5% | -15.4% | -1.4% |
| 3Y | +77.9% | +96.4% | -18.5% | +43.2% |
| 5Y | +62.4% | -69.5% | +131.9% | +74.8% |
| All | +275.5% | +112.5% | +163.0% | +162.4% |
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