+81.9%
VXUS vs DOCU
+107.7%
-25.7%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.0% | -1.7% | -3.5% |
| 7D | -3.4% | -3.2% | -0.2% | -3.1% |
| 30D | -5.8% | +15.7% | -21.5% | -7.3% |
| 3M | -6.4% | +37.3% | -43.7% | -9.8% |
| 6M | -2.5% | +63.1% | -65.6% | -8.1% |
| YTD | +7.9% | +15.4% | -7.5% | +5.2% |
| 1Y | +11.5% | +11.3% | +0.2% | +9.0% |
| 3Y | +63.4% | +92.1% | -28.6% | +46.2% |
| 5Y | +42.9% | -70.5% | +113.4% | +47.4% |
| All | +81.9% | +107.7% | -25.7% | +44.7% |
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