+560.5%
VLO vs DOCN
+54.1%
+506.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.8% | -2.8% | -0.2% |
| 7D | +5.2% | +1.1% | +4.1% | +5.1% |
| 30D | +22.6% | -9.6% | +32.2% | +23.2% |
| 3M | +43.8% | -37.7% | +81.5% | +47.3% |
| 6M | +65.7% | +115.2% | -49.5% | +54.0% |
| YTD | +131.1% | +133.7% | -2.6% | +112.6% |
| 1Y | +143.6% | +250.2% | -106.5% | +116.7% |
| 3Y | +201.4% | +320.3% | -118.9% | +161.8% |
| All | +560.5% | +54.1% | +506.4% | +437.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling