+65.7%
VEA vs DOCN
+70.4%
-4.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -15.9% | +12.1% | -2.2% |
| 7D | -3.2% | -29.3% | +26.0% | -0.1% |
| 30D | -4.1% | -46.0% | +41.9% | +1.3% |
| 3M | -5.5% | -43.2% | +37.7% | -1.1% |
| 6M | -0.4% | -53.7% | +53.3% | +5.6% |
| YTD | +10.2% | +46.9% | -36.7% | +1.9% |
| 1Y | +15.3% | +54.3% | -39.0% | +6.0% |
| 3Y | +68.7% | +185.5% | -116.8% | +40.3% |
| 5Y | +50.3% | -31.1% | +81.4% | +32.8% |
| All | +65.7% | +70.4% | -4.7% | +41.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling