+94.3%
DOCU vs VLTO
+54.7%
+39.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | -0.1% |
| 7D | -3.7% | +13.8% | -17.5% | -10.4% |
| 30D | +15.0% | +21.2% | -6.2% | +3.4% |
| 3M | +39.9% | +21.5% | +18.4% | +25.7% |
| 6M | +66.2% | +33.0% | +33.2% | +42.8% |
| YTD | +17.7% | +17.8% | -0.1% | +7.4% |
| 1Y | +13.7% | +18.1% | -4.4% | +3.5% |
| 3Y | +95.9% | +67.6% | +28.3% | +56.4% |
| All | +94.3% | +54.7% | +39.5% | +59.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling