+217.8%
VLO vs DOCN
+248.6%
-30.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +9.6% | -5.9% | +3.0% |
| 7D | -0.4% | +3.7% | -4.2% | -0.8% |
| 30D | -16.6% | -33.7% | +17.1% | -14.4% |
| 3M | +12.3% | -27.9% | +40.2% | +13.9% |
| 6M | +47.8% | -46.4% | +94.3% | +52.7% |
| YTD | +126.7% | +81.1% | +45.6% | +98.4% |
| 1Y | +105.4% | +74.3% | +31.1% | +80.5% |
| All | +217.8% | +248.6% | -30.8% | +132.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling