-48.1%
DOCS vs VEU
+12.3%
-60.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.0% |
| 7D | -0.8% | -1.6% | +0.9% | -0.5% |
| 30D | +17.4% | -4.3% | +21.8% | +17.6% |
| 3M | +57.4% | -5.8% | +63.2% | +57.5% |
| 6M | +26.5% | -4.4% | +30.9% | +27.1% |
| YTD | -26.6% | +8.7% | -35.2% | -30.8% |
| 1Y | -48.1% | +12.6% | -60.7% | -53.4% |
| All | -48.1% | +12.3% | -60.3% | -53.4% |
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 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