+54.0%
DOCN vs VEU
+12.3%
+41.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.3% | +2.2% |
| 7D | -19.2% | -1.6% | -17.5% | -16.1% |
| 30D | -43.1% | -4.3% | -38.7% | -37.3% |
| 3M | -40.7% | -5.8% | -34.9% | -32.9% |
| 6M | -55.0% | -4.4% | -50.6% | -49.8% |
| YTD | +50.6% | +8.7% | +42.0% | +31.1% |
| 1Y | +54.0% | +12.6% | +41.3% | +25.0% |
| All | +54.0% | +12.3% | +41.7% | +25.0% |
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