-32.9%
DOCN vs VEU
+49.1%
-82.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +2.8% | +5.2% | +2.3% |
| 7D | -12.8% | +0.8% | -13.6% | -13.5% |
| 30D | -41.9% | -1.6% | -40.3% | -38.9% |
| 3M | -36.9% | -4.2% | -32.8% | -29.9% |
| 6M | -52.2% | -1.5% | -50.7% | -49.4% |
| YTD | +62.7% | +11.7% | +51.0% | +32.1% |
| 1Y | +58.2% | +15.6% | +42.7% | +19.8% |
| 3Y | +219.5% | +71.7% | +147.7% | +7.2% |
| 5Y | -32.9% | +49.5% | -82.3% | -61.3% |
| All | -32.9% | +49.1% | -82.0% | -61.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling