+13.7%
DOC vs VEU
+138.9%
-125.2%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.7% | +3.4% | +2.8% |
| 7D | +6.2% | -3.4% | +9.6% | +9.2% |
| 30D | +6.5% | -5.6% | +12.1% | +11.5% |
| 3M | -6.2% | -6.2% | 0.0% | -1.3% |
| 6M | +25.6% | -2.0% | +27.6% | +26.5% |
| YTD | +32.1% | +8.5% | +23.6% | +21.0% |
| 1Y | +20.3% | +12.1% | +8.2% | +7.0% |
| 3Y | +42.7% | +64.7% | -22.0% | -11.0% |
| 5Y | -22.2% | +45.3% | -67.4% | -45.9% |
| All | +13.7% | +138.9% | -125.2% | -52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling