+51.5%
DOCN vs VEU
+14.7%
+36.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +2.8% | +5.2% | +2.8% |
| 7D | -12.8% | +0.8% | -13.6% | -13.3% |
| 30D | -41.9% | -1.6% | -40.3% | -39.3% |
| 3M | -36.9% | -4.2% | -32.8% | -31.0% |
| 6M | -52.2% | -1.5% | -50.7% | -49.5% |
| YTD | +62.7% | +11.7% | +51.0% | +35.6% |
| All | +51.5% | +14.7% | +36.9% | +21.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling