+143.6%
VLO vs DOCU
-9.0%
+152.7%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.7% | -0.2% |
| 7D | +5.2% | +6.9% | -1.7% | +4.9% |
| 30D | +22.6% | +19.0% | +3.6% | +21.6% |
| 3M | +43.8% | +34.3% | +9.5% | +41.3% |
| 6M | +65.7% | +48.0% | +17.7% | +61.8% |
| YTD | +131.1% | 0.0% | +131.1% | +130.8% |
| 1Y | +143.6% | -10.3% | +153.9% | +144.5% |
| All | +143.6% | -9.0% | +152.7% | +144.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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