-61.5%
DOCS vs VLTO
-8.3%
-53.3%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.6% | -1.2% | -1.9% |
| 7D | -1.4% | -2.3% | +0.9% | -0.2% |
| 30D | +21.8% | -0.9% | +22.7% | +22.6% |
| 3M | +27.3% | +13.8% | +13.5% | +20.5% |
| 6M | -0.3% | +2.0% | -2.3% | -1.2% |
| YTD | -40.5% | -3.2% | -37.3% | -39.7% |
| 1Y | -61.5% | -9.2% | -52.4% | -60.6% |
| All | -61.5% | -8.3% | -53.3% | -60.6% |
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 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