+69.9%
VEA vs DOCN
+110.0%
-40.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.6% | -8.8% | -0.1% |
| 7D | -1.3% | +3.7% | -5.0% | -1.8% |
| 30D | 0.0% | -33.7% | +33.6% | +3.5% |
| 3M | -3.6% | -27.9% | +24.3% | -1.4% |
| 6M | -0.5% | -46.4% | +45.9% | +4.0% |
| YTD | +13.0% | +81.1% | -68.1% | +2.3% |
| 1Y | +16.3% | +74.3% | -58.0% | +5.6% |
| 3Y | +74.4% | +245.8% | -171.4% | +42.4% |
| 5Y | +55.8% | -23.7% | +79.6% | +35.4% |
| All | +69.9% | +110.0% | -40.1% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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