+103.3%
DOCU vs VEU
+89.7%
+13.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.8% | +0.8% |
| 7D | +4.1% | +2.1% | +2.0% | +1.9% |
| 30D | +7.4% | -0.9% | +8.3% | +8.1% |
| 3M | +26.0% | -5.4% | +31.4% | +32.2% |
| 6M | +79.2% | -1.8% | +81.0% | +79.0% |
| YTD | +18.1% | +10.9% | +7.1% | +0.7% |
| 1Y | +20.5% | +13.6% | +6.9% | 0.0% |
| 3Y | +96.4% | +69.3% | +27.1% | +2.3% |
| 5Y | -69.5% | +48.1% | -117.6% | -81.3% |
| All | +103.3% | +89.7% | +13.6% | -0.8% |
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