-37.0%
DOCS vs VEU
+14.2%
-51.2%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.9% | +1.5% | +2.4% |
| 7D | -4.2% | -0.5% | -3.7% | -4.1% |
| 30D | +8.6% | -1.0% | +9.6% | +8.6% |
| 3M | +27.2% | -3.6% | +30.8% | +27.0% |
| 6M | +26.5% | -1.2% | +27.7% | +26.7% |
| YTD | -25.0% | +12.0% | -37.0% | -30.4% |
| 1Y | -37.0% | +13.9% | -50.9% | -43.1% |
| All | -37.0% | +14.2% | -51.2% | -43.1% |
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 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