+275.3%
DOCN vs VLTO
+54.7%
+220.5%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.6% | -7.8% | -7.3% |
| 7D | -20.0% | +13.8% | -33.9% | -22.3% |
| 30D | -38.8% | +21.2% | -60.0% | -41.7% |
| 3M | -34.8% | +21.5% | -56.3% | -38.2% |
| 6M | -22.8% | +33.0% | -55.8% | -31.1% |
| YTD | +74.6% | +17.8% | +56.8% | +67.5% |
| 1Y | +116.4% | +18.1% | +98.3% | +106.1% |
| 3Y | +239.3% | +67.6% | +171.8% | +140.3% |
| All | +275.3% | +54.7% | +220.5% | +176.6% |
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 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