+54.3%
DOCN vs VLTO
+17.3%
+37.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -0.4% | -15.5% | -16.2% |
| 7D | -29.3% | +12.0% | -41.3% | -21.6% |
| 30D | -46.0% | +20.8% | -66.9% | -36.4% |
| 3M | -43.2% | +20.1% | -63.3% | -32.9% |
| 6M | -53.7% | +32.6% | -86.3% | -42.3% |
| YTD | +46.9% | +17.3% | +29.6% | +84.0% |
| 1Y | +54.3% | +17.3% | +37.0% | +93.5% |
| All | +54.3% | +17.3% | +37.0% | +93.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling