-73.2%
DOCS vs VEU
+56.2%
-129.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.5% | -3.3% | -3.4% |
| 7D | -1.4% | +1.1% | -2.6% | -2.7% |
| 30D | +21.8% | +2.2% | +19.6% | +19.1% |
| 3M | +27.3% | +3.0% | +24.3% | +22.1% |
| 6M | -0.3% | +10.9% | -11.2% | -13.9% |
| YTD | -40.5% | +18.2% | -58.7% | -53.8% |
| 1Y | -61.5% | +28.3% | -89.8% | -73.4% |
| 3Y | +8.2% | +74.6% | -66.5% | -54.1% |
| All | -73.2% | +56.2% | -129.4% | -84.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling