+88.9%
VXUS vs DOCU
+111.8%
-23.0%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +2.0% |
| 7D | +0.2% | -3.7% | +3.9% | +0.5% |
| 30D | -2.3% | +15.0% | -17.2% | -3.8% |
| 3M | -2.8% | +39.9% | -42.7% | -6.5% |
| 6M | +2.6% | +66.2% | -63.5% | -3.5% |
| YTD | +12.0% | +17.7% | -5.7% | +9.0% |
| 1Y | +16.5% | +13.7% | +2.8% | +13.7% |
| 3Y | +69.7% | +95.9% | -26.2% | +51.4% |
| 5Y | +48.7% | -71.7% | +120.3% | +54.0% |
| All | +88.9% | +111.8% | -23.0% | +49.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling