+110.8%
VLO vs DOCS
-49.5%
+160.3%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.3% | +0.4% | -4.0% |
| 7D | -8.7% | -1.3% | -7.3% | -8.6% |
| 30D | -16.2% | +19.4% | -35.6% | -15.9% |
| 3M | +16.2% | +53.4% | -37.2% | +17.1% |
| 6M | +39.8% | +28.8% | +11.0% | +41.3% |
| YTD | +119.0% | -25.1% | +144.0% | +123.8% |
| 1Y | +110.8% | -48.1% | +159.0% | +124.3% |
| All | +110.8% | -49.5% | +160.3% | +124.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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