+367.4%
VLO vs DOCU
+80.0%
+287.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.7% | -0.3% |
| 7D | +5.2% | +6.9% | -1.7% | +4.7% |
| 30D | +22.6% | +19.0% | +3.6% | +20.9% |
| 3M | +43.8% | +34.3% | +9.5% | +40.2% |
| 6M | +65.7% | +48.0% | +17.7% | +60.1% |
| YTD | +131.1% | 0.0% | +131.1% | +129.6% |
| 1Y | +143.6% | -10.3% | +153.9% | +143.6% |
| 3Y | +201.4% | +32.4% | +169.0% | +189.6% |
| 5Y | +568.9% | -77.9% | +646.8% | +593.7% |
| All | +367.4% | +80.0% | +287.3% | +201.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling