+478.8%
VLO vs DOCN
+74.7%
+404.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.5% | -3.9% | -1.5% |
| 7D | -13.3% | -19.2% | +5.8% | -12.3% |
| 30D | -18.3% | -43.1% | +24.7% | -15.9% |
| 3M | +14.3% | -40.7% | +55.0% | +17.1% |
| 6M | +47.6% | -55.0% | +102.6% | +52.9% |
| YTD | +116.0% | +50.6% | +65.3% | +102.8% |
| 1Y | +101.0% | +54.0% | +47.1% | +88.3% |
| 3Y | +199.0% | +203.9% | -4.9% | +164.1% |
| 5Y | +419.0% | -29.4% | +448.4% | +375.2% |
| All | +478.8% | +74.7% | +404.1% | +391.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling