+143.6%
VLO vs DOCN
+254.3%
-110.7%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.8% | -2.8% | -0.1% |
| 7D | +5.2% | +1.1% | +4.1% | +5.2% |
| 30D | +22.6% | -9.6% | +32.2% | +22.8% |
| 3M | +43.8% | -37.7% | +81.5% | +44.9% |
| 6M | +65.7% | +115.2% | -49.5% | +58.2% |
| YTD | +131.1% | +133.7% | -2.6% | +117.2% |
| 1Y | +143.6% | +250.2% | -106.5% | +131.0% |
| All | +143.6% | +254.3% | -110.7% | +131.0% |
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