-38.7%
DOCS vs VEU
+45.6%
-84.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.2% |
| 7D | -0.8% | -1.6% | +0.9% | +1.2% |
| 30D | +17.4% | -4.3% | +21.8% | +23.7% |
| 3M | +57.4% | -5.8% | +63.2% | +68.7% |
| 6M | +26.5% | -4.4% | +30.9% | +31.1% |
| YTD | -26.6% | +8.7% | -35.2% | -37.5% |
| 1Y | -48.1% | +12.6% | -60.7% | -58.1% |
| 3Y | +52.6% | +65.2% | -12.6% | -33.2% |
| 5Y | -52.1% | +45.5% | -97.6% | -70.6% |
| All | -38.7% | +45.6% | -84.2% | -62.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling