+61.6%
VEA vs DOCN
+54.1%
+7.5%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | +0.1% |
| 7D | +1.0% | +1.1% | -0.2% | +0.8% |
| 30D | +1.9% | -9.6% | +11.6% | +2.8% |
| 3M | +3.2% | -37.7% | +40.9% | +7.5% |
| 6M | +10.2% | +115.2% | -105.0% | -1.0% |
| YTD | +18.9% | +133.7% | -114.8% | +5.2% |
| 1Y | +29.3% | +250.2% | -220.8% | +8.5% |
| 3Y | +76.8% | +320.3% | -243.5% | +40.2% |
| All | +61.6% | +54.1% | +7.5% | +29.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling