+202.4%
VLO vs DOCU
+33.7%
+168.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.7% | -0.3% |
| 7D | +5.2% | +6.9% | -1.7% | +4.5% |
| 30D | +22.6% | +19.0% | +3.6% | +20.4% |
| 3M | +43.8% | +34.3% | +9.5% | +39.1% |
| 6M | +65.7% | +48.0% | +17.7% | +58.2% |
| YTD | +131.1% | 0.0% | +131.1% | +129.9% |
| 1Y | +143.6% | -10.3% | +153.9% | +144.7% |
| All | +202.4% | +33.7% | +168.8% | +163.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling