+11.6%
DOCU vs VEU
+14.7%
-3.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.6% | +0.7% |
| 7D | -4.8% | +0.8% | -5.5% | -4.6% |
| 30D | +9.4% | -1.6% | +11.0% | +9.0% |
| 3M | +29.0% | -4.2% | +33.2% | +28.1% |
| 6M | +62.3% | -1.5% | +63.8% | +62.9% |
| YTD | +13.7% | +11.7% | +2.0% | +9.4% |
| All | +11.6% | +14.7% | -3.0% | +4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling