+98.7%
VXUS vs DOCU
+80.0%
+18.7%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.7% | -3.2% | +0.1% |
| 7D | +1.0% | +6.9% | -5.9% | +0.3% |
| 30D | +2.2% | +19.0% | -16.8% | +0.2% |
| 3M | +3.0% | +34.3% | -31.3% | -0.6% |
| 6M | +10.7% | +48.0% | -37.4% | +5.3% |
| YTD | +17.8% | 0.0% | +17.8% | +16.8% |
| 1Y | +27.6% | -10.3% | +37.9% | +27.6% |
| 3Y | +73.3% | +32.4% | +40.9% | +61.8% |
| 5Y | +54.3% | -77.9% | +132.3% | +64.3% |
| All | +98.7% | +80.0% | +18.7% | +60.7% |
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 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