+58.9%
VWO vs DOCU
+110.9%
-52.0%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.2% | -1.9% | +0.9% |
| 7D | +1.7% | -0.4% | +2.1% | +1.7% |
| 30D | -4.2% | +12.9% | -17.1% | -5.6% |
| 3M | -4.6% | +35.1% | -39.7% | -8.2% |
| 6M | -5.0% | +76.2% | -81.1% | -11.6% |
| YTD | +6.8% | +17.2% | -10.4% | +3.7% |
| 1Y | +5.8% | +16.4% | -10.6% | +2.7% |
| 3Y | +58.1% | +95.6% | -37.5% | +39.6% |
| 5Y | +27.6% | -68.5% | +96.1% | +33.1% |
| All | +58.9% | +110.9% | -52.0% | +25.0% |
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