+8.9%
DOCS vs VEU
+75.1%
-66.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.5% | -3.3% | -3.1% |
| 7D | -1.4% | +1.1% | -2.6% | -2.1% |
| 30D | +21.8% | +2.2% | +19.6% | +20.3% |
| 3M | +27.3% | +3.0% | +24.3% | +24.7% |
| 6M | -0.3% | +10.9% | -11.2% | -7.7% |
| YTD | -40.5% | +18.2% | -58.7% | -48.8% |
| 1Y | -61.5% | +28.3% | -89.8% | -69.5% |
| All | +8.9% | +75.1% | -66.2% | -44.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling