+426.2%
VLO vs DOCU
-71.9%
+498.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.0% | -1.9% | -3.7% |
| 7D | -8.7% | -3.2% | -5.5% | -8.4% |
| 30D | -16.2% | +15.7% | -31.9% | -17.2% |
| 3M | +16.2% | +37.3% | -21.1% | +13.2% |
| 6M | +39.8% | +63.1% | -23.3% | +34.0% |
| YTD | +119.0% | +15.4% | +103.6% | +115.0% |
| 1Y | +110.8% | +11.3% | +99.5% | +107.5% |
| 3Y | +201.7% | +92.1% | +109.6% | +182.6% |
| 5Y | +426.2% | -70.5% | +496.7% | +415.8% |
| All | +426.2% | -71.9% | +498.1% | +415.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling