+22.6%
VZ vs DOCU
-71.6%
+94.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.1% |
| 7D | +6.9% | -3.7% | +10.6% | +7.0% |
| 30D | +2.3% | +15.0% | -12.7% | +2.2% |
| 3M | 0.0% | +39.9% | -39.9% | -0.2% |
| 6M | +0.2% | +66.2% | -65.9% | 0.0% |
| YTD | +20.9% | +17.7% | +3.2% | +20.9% |
| 1Y | +25.2% | +13.7% | +11.6% | +25.2% |
| 3Y | +55.9% | +95.9% | -40.1% | +52.8% |
| 5Y | +22.6% | -71.7% | +94.3% | +16.6% |
| All | +22.6% | -71.6% | +94.2% | +16.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling