+202.4%
VLO vs DOCS
+9.5%
+192.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.8% | +0.1% |
| 7D | +5.2% | -1.4% | +6.6% | +5.3% |
| 30D | +22.6% | +21.8% | +0.8% | +21.3% |
| 3M | +43.8% | +27.3% | +16.5% | +41.7% |
| 6M | +65.7% | -0.3% | +66.1% | +65.1% |
| YTD | +131.1% | -40.5% | +171.6% | +136.9% |
| 1Y | +143.6% | -61.5% | +205.2% | +156.6% |
| All | +202.4% | +9.5% | +192.9% | +181.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling