+40.8%
DOC vs VLTO
+54.7%
-13.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.6% | +2.5% | +2.9% |
| 7D | +8.7% | +13.8% | -5.1% | +3.9% |
| 30D | +7.6% | +21.2% | -13.5% | +0.7% |
| 3M | -5.3% | +21.5% | -26.8% | -11.5% |
| 6M | +27.6% | +33.0% | -5.4% | +15.1% |
| YTD | +32.4% | +17.8% | +14.6% | +24.8% |
| 1Y | +22.9% | +18.1% | +4.7% | +15.5% |
| 3Y | +43.1% | +67.6% | -24.5% | +22.7% |
| All | +40.8% | +54.7% | -13.9% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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