+56.6%
VWO vs DOCU
+112.5%
-55.9%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.8% | -0.2% |
| 7D | +2.0% | +4.1% | -2.1% | +1.5% |
| 30D | -4.3% | +7.4% | -11.6% | -5.1% |
| 3M | -6.4% | +26.0% | -32.4% | -9.0% |
| 6M | -5.6% | +79.2% | -84.8% | -12.4% |
| YTD | +5.2% | +18.1% | -12.9% | +2.0% |
| 1Y | +5.2% | +20.5% | -15.3% | +1.6% |
| 3Y | +55.5% | +96.4% | -40.9% | +37.2% |
| 5Y | +25.6% | -69.5% | +95.1% | +31.7% |
| All | +56.6% | +112.5% | -55.9% | +23.0% |
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