+68.5%
VEA vs DOCN
+91.6%
-23.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.3% | -0.9% |
| 7D | 0.0% | -12.1% | +12.1% | +1.1% |
| 30D | -1.4% | -41.0% | +39.6% | +3.3% |
| 3M | -4.1% | -38.7% | +34.6% | -0.4% |
| 6M | -1.3% | -51.5% | +50.2% | +4.2% |
| YTD | +12.1% | +65.3% | -53.2% | +2.5% |
| 1Y | +16.1% | +53.9% | -37.8% | +6.8% |
| 3Y | +73.0% | +215.6% | -142.5% | +42.6% |
| 5Y | +55.1% | -26.2% | +81.3% | +35.7% |
| All | +68.5% | +91.6% | -23.1% | +42.5% |
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