-47.3%
DOCS vs VEU
+17.0%
-64.3%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.0% | +4.4% | +6.3% |
| 7D | +1.2% | +0.2% | +1.0% | +1.1% |
| 30D | +21.3% | -2.1% | +23.4% | +21.1% |
| 3M | +58.4% | -2.7% | +61.1% | +57.9% |
| 6M | +39.3% | +3.2% | +36.1% | +39.4% |
| YTD | -21.7% | +12.6% | -34.3% | -26.3% |
| 1Y | -47.3% | +17.1% | -64.4% | -53.0% |
| All | -47.3% | +17.0% | -64.3% | -53.0% |
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