+87.1%
DOCN vs VEU
+59.0%
+28.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.2% | +2.9% |
| 7D | -12.1% | +0.5% | -12.6% | -12.4% |
| 30D | -41.0% | -2.3% | -38.7% | -37.2% |
| 3M | -38.7% | -4.4% | -34.3% | -31.8% |
| 6M | -51.5% | -2.2% | -49.3% | -48.0% |
| YTD | +65.3% | +10.9% | +54.3% | +37.2% |
| 1Y | +53.9% | +13.4% | +40.5% | +22.5% |
| 3Y | +215.6% | +69.7% | +145.9% | +14.7% |
| 5Y | -26.2% | +50.0% | -76.1% | -62.5% |
| All | +87.1% | +59.0% | +28.1% | -11.8% |
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