+86.2%
DOCN vs VEU
+12.6%
+73.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.9% | +4.2% | +5.0% |
| 7D | +27.4% | +2.4% | +25.0% | +22.3% |
| 30D | -29.7% | -2.0% | -27.8% | -25.9% |
| 3M | -32.5% | -5.1% | -27.3% | -24.8% |
| 6M | -42.2% | -0.7% | -41.5% | -39.3% |
| YTD | +87.2% | +11.0% | +76.2% | +56.4% |
| 1Y | +86.2% | +12.4% | +73.8% | +51.6% |
| All | +86.2% | +12.6% | +73.6% | +51.6% |
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