+57.3%
VWO vs DOCU
+104.6%
-47.3%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.4% |
| 7D | +1.6% | -4.8% | +6.4% | +2.2% |
| 30D | -5.3% | +9.4% | -14.7% | -6.3% |
| 3M | -6.2% | +29.0% | -35.2% | -9.2% |
| 6M | -6.2% | +62.3% | -68.5% | -12.0% |
| YTD | +5.6% | +13.7% | -8.0% | +2.9% |
| 1Y | +6.2% | +11.5% | -5.4% | +3.5% |
| 3Y | +57.5% | +94.2% | -36.7% | +39.1% |
| 5Y | +28.0% | -71.7% | +99.8% | +35.5% |
| All | +57.3% | +104.6% | -47.3% | +24.0% |
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