+99.2%
DOCU vs VLTO
+69.4%
+29.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | -0.1% |
| 7D | -3.7% | +13.8% | -17.5% | -10.5% |
| 30D | +15.0% | +21.2% | -6.2% | +3.2% |
| 3M | +39.9% | +21.5% | +18.4% | +25.4% |
| 6M | +66.2% | +33.0% | +33.2% | +42.4% |
| YTD | +17.7% | +17.8% | -0.1% | +7.3% |
| 1Y | +13.7% | +18.1% | -4.4% | +3.3% |
| All | +99.2% | +69.4% | +29.8% | +71.4% |
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