+22.3%
DOC vs VEU
+75.1%
-52.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -2.2% |
| 7D | -1.5% | +1.1% | -2.6% | -2.2% |
| 30D | -4.8% | +2.2% | -6.9% | -6.1% |
| 3M | +6.9% | +3.0% | +3.9% | +4.3% |
| 6M | +20.7% | +10.9% | +9.9% | +11.8% |
| YTD | +34.1% | +18.2% | +16.0% | +17.6% |
| 1Y | +22.6% | +28.3% | -5.6% | +0.3% |
| All | +22.3% | +75.1% | -52.8% | -33.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling