+402.3%
DOCN vs VLTO
+27.2%
+375.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.6% | +4.4% | +3.3% |
| 7D | +1.1% | -2.3% | +3.4% | +1.9% |
| 30D | -9.6% | -0.9% | -8.8% | -9.6% |
| 3M | -37.7% | +13.8% | -51.5% | -42.6% |
| 6M | +115.2% | +2.0% | +113.2% | +110.2% |
| YTD | +133.7% | -3.2% | +136.9% | +135.9% |
| 1Y | +250.2% | -9.2% | +259.3% | +268.4% |
| All | +402.3% | +27.2% | +375.1% | +289.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling