+120.6%
VLO vs DOCN
+110.0%
+10.6%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -7.2% | +1.4% | -5.7% |
| 7D | -6.0% | -20.0% | +14.1% | -5.8% |
| 30D | -12.9% | -38.8% | +25.9% | -12.4% |
| 3M | +18.3% | -34.8% | +53.1% | +18.6% |
| 6M | +46.4% | -22.8% | +69.2% | +44.9% |
| YTD | +127.7% | +74.6% | +53.1% | +115.7% |
| 1Y | +120.6% | +116.4% | +4.2% | +104.3% |
| All | +120.6% | +110.0% | +10.6% | +104.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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