+103.1%
DOCN vs VEU
+59.0%
+44.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.1% | -4.1% | -4.0% |
| 7D | +19.1% | +2.1% | +17.0% | +14.6% |
| 30D | -21.0% | -0.9% | -20.1% | -18.5% |
| 3M | -34.7% | -5.4% | -29.4% | -25.9% |
| 6M | -45.8% | -1.8% | -44.0% | -42.3% |
| YTD | +79.4% | +10.9% | +68.5% | +49.1% |
| 1Y | +91.0% | +13.6% | +77.4% | +51.6% |
| 3Y | +237.5% | +69.3% | +168.2% | +23.4% |
| 5Y | -30.4% | +48.1% | -78.5% | -64.2% |
| All | +103.1% | +59.0% | +44.1% | -4.2% |
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