+66.4%
DOCN vs VEU
+55.4%
+10.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -3.7% | -12.2% | -8.6% |
| 7D | -29.3% | -3.4% | -25.9% | -23.7% |
| 30D | -46.0% | -5.6% | -40.4% | -38.6% |
| 3M | -43.2% | -6.2% | -36.9% | -34.4% |
| 6M | -53.7% | -2.0% | -51.7% | -50.4% |
| YTD | +46.9% | +8.5% | +38.5% | +27.4% |
| 1Y | +54.3% | +12.1% | +42.3% | +25.5% |
| 3Y | +185.5% | +64.7% | +120.8% | +9.9% |
| 5Y | -31.1% | +45.3% | -76.4% | -63.1% |
| All | +66.4% | +55.4% | +10.9% | -18.1% |
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