+164.6%
DOCN vs VEU
+69.4%
+95.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.5% | +2.3% | +1.8% |
| 7D | +1.1% | +1.1% | 0.0% | -1.0% |
| 30D | -9.6% | +2.2% | -11.8% | -13.1% |
| 3M | -37.7% | +3.0% | -40.7% | -40.6% |
| 6M | +115.2% | +10.9% | +104.4% | +77.4% |
| YTD | +133.7% | +18.2% | +115.5% | +68.8% |
| 1Y | +250.2% | +28.3% | +221.9% | +116.7% |
| 3Y | +320.3% | +74.6% | +245.7% | +43.5% |
| 5Y | +53.1% | +56.4% | -3.3% | -31.1% |
| All | +164.6% | +69.4% | +95.3% | +8.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling