+72.2%
DOCU vs VEU
+102.1%
-29.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.5% | +3.2% | +3.1% |
| 7D | +6.9% | +1.1% | +5.7% | +5.7% |
| 30D | +19.0% | +2.2% | +16.8% | +16.4% |
| 3M | +34.3% | +3.0% | +31.3% | +29.1% |
| 6M | +48.0% | +10.9% | +37.2% | +29.3% |
| YTD | 0.0% | +18.2% | -18.2% | -19.4% |
| 1Y | -10.3% | +28.3% | -38.5% | -34.2% |
| 3Y | +32.4% | +74.6% | -42.2% | -32.4% |
| 5Y | -77.9% | +56.4% | -134.3% | -87.1% |
| All | +72.2% | +102.1% | -29.9% | -20.6% |
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 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