+53.3%
VZ vs DOCU
+80.0%
-26.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.7% | -4.6% | -0.9% |
| 7D | +0.1% | +6.9% | -6.8% | 0.0% |
| 30D | +7.9% | +19.0% | -11.1% | +7.8% |
| 3M | +13.6% | +34.3% | -20.6% | +13.5% |
| 6M | +1.1% | +48.0% | -46.9% | +0.9% |
| YTD | +29.3% | 0.0% | +29.3% | +29.4% |
| 1Y | +21.2% | -10.3% | +31.5% | +21.4% |
| 3Y | +75.9% | +32.4% | +43.5% | +74.4% |
| 5Y | +24.1% | -77.9% | +102.0% | +22.8% |
| All | +53.3% | +80.0% | -26.7% | +43.1% |
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