-35.6%
DOCN vs VEU
+45.1%
-80.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.3% | +2.1% |
| 7D | -19.2% | -1.6% | -17.5% | -16.0% |
| 30D | -43.1% | -4.3% | -38.7% | -36.7% |
| 3M | -40.7% | -5.8% | -34.9% | -31.8% |
| 6M | -55.0% | -4.4% | -50.6% | -49.3% |
| YTD | +50.6% | +8.7% | +42.0% | +29.1% |
| 1Y | +54.0% | +12.6% | +41.3% | +22.6% |
| 3Y | +203.9% | +65.2% | +138.7% | +10.3% |
| All | -35.6% | +45.1% | -80.7% | -60.4% |
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