+65.1%
DOCU vs VLTO
+27.2%
+37.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.6% | +5.3% | +4.6% |
| 7D | +6.9% | -2.3% | +9.2% | +8.2% |
| 30D | +19.0% | -0.9% | +19.9% | +19.6% |
| 3M | +34.3% | +13.8% | +20.5% | +26.0% |
| 6M | +48.0% | +2.0% | +46.0% | +46.6% |
| YTD | 0.0% | -3.2% | +3.2% | +1.7% |
| 1Y | -10.3% | -9.2% | -1.1% | -6.0% |
| All | +65.1% | +27.2% | +37.9% | +51.0% |
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