-71.7%
DOCU price history and return analytics
+60.6%
-132.2%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -2.7% |
| 7D | -3.7% | -0.3% | -3.4% | -3.3% |
| 30D | +15.0% | -1.4% | +16.4% | +17.3% |
| 3M | +39.9% | -1.4% | +41.3% | +42.3% |
| 6M | +66.2% | +5.5% | +60.7% | +47.2% |
| YTD | +17.7% | +12.8% | +4.9% | -9.8% |
| 1Y | +13.7% | +15.4% | -1.7% | -16.8% |
| 3Y | +95.9% | +76.9% | +19.0% | -43.5% |
| 5Y | -71.7% | +60.4% | -132.1% | -88.1% |
| All | -71.7% | +60.6% | -132.2% | -88.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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