+95.3%
DOCU vs VLTO
+68.7%
+26.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.7% |
| 7D | -3.2% | +12.0% | -15.2% | -9.2% |
| 30D | +15.7% | +20.8% | -5.2% | +4.0% |
| 3M | +37.3% | +20.1% | +17.2% | +23.8% |
| 6M | +63.1% | +32.6% | +30.5% | +40.0% |
| YTD | +15.4% | +17.3% | -1.9% | +5.4% |
| 1Y | +11.3% | +17.3% | -6.0% | +1.5% |
| All | +95.3% | +68.7% | +26.6% | +68.4% |
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