+95.3%
DOCU vs VEU
+85.8%
+9.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.8% | -1.9% |
| 7D | -5.5% | -1.6% | -3.9% | -4.1% |
| 30D | +12.6% | -4.3% | +17.0% | +17.4% |
| 3M | +36.4% | -5.8% | +42.2% | +43.9% |
| 6M | +66.8% | -4.4% | +71.2% | +71.1% |
| YTD | +13.5% | +8.7% | +4.8% | -1.1% |
| 1Y | +11.3% | +12.6% | -1.3% | -7.0% |
| 3Y | +92.1% | +65.2% | +26.8% | +2.6% |
| 5Y | -71.0% | +45.5% | -116.5% | -81.8% |
| All | +95.3% | +85.8% | +9.6% | -2.6% |
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 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