+98.6%
DOCU vs VEU
+85.4%
+13.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.7% | +1.7% | +1.7% |
| 7D | -3.2% | -3.4% | +0.2% | +0.1% |
| 30D | +15.7% | -5.6% | +21.3% | +22.2% |
| 3M | +37.3% | -6.2% | +43.5% | +45.5% |
| 6M | +63.1% | -2.0% | +65.1% | +62.6% |
| YTD | +15.4% | +8.5% | +6.9% | +0.7% |
| 1Y | +11.3% | +12.1% | -0.7% | -6.4% |
| 3Y | +92.1% | +64.7% | +27.4% | +3.0% |
| 5Y | -70.5% | +45.3% | -115.8% | -81.5% |
| All | +98.6% | +85.4% | +13.2% | -0.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling