+95.7%
DOCU vs VEU
+91.0%
+4.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.6% | -2.6% |
| 7D | -4.8% | +0.8% | -5.5% | -5.6% |
| 30D | +9.4% | -1.6% | +11.0% | +10.9% |
| 3M | +29.0% | -4.2% | +33.2% | +33.7% |
| 6M | +62.3% | -1.5% | +63.8% | +61.6% |
| YTD | +13.7% | +11.7% | +2.0% | -3.7% |
| 1Y | +11.5% | +15.6% | -4.0% | -9.2% |
| 3Y | +94.2% | +71.7% | +22.4% | -0.4% |
| 5Y | -71.7% | +49.5% | -121.2% | -82.8% |
| All | +95.7% | +91.0% | +4.7% | -5.1% |
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 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