+72.3%
DOC vs VEU
+178.2%
-105.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.0% | +1.1% | +1.2% |
| 7D | +8.7% | +0.2% | +8.5% | +8.5% |
| 30D | +7.6% | -2.1% | +9.8% | +9.8% |
| 3M | -5.3% | -2.7% | -2.6% | -2.9% |
| 6M | +27.6% | +3.2% | +24.4% | +22.6% |
| YTD | +32.4% | +12.6% | +19.8% | +15.9% |
| 1Y | +22.9% | +17.1% | +5.8% | +3.3% |
| 3Y | +43.1% | +71.0% | -27.9% | -18.0% |
| 5Y | -21.4% | +51.0% | -72.4% | -49.7% |
| 10Y | +16.8% | +151.5% | -134.6% | -56.0% |
| All | +72.3% | +178.2% | -105.9% | -52.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling