+65.0%
VEA vs DOCN
+74.7%
-9.6%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.5% | -2.9% | -0.7% |
| 7D | -2.2% | -19.2% | +16.9% | -0.3% |
| 30D | -3.4% | -43.1% | +39.7% | +1.6% |
| 3M | -5.6% | -40.7% | +35.1% | -1.7% |
| 6M | -3.4% | -55.0% | +51.5% | +2.7% |
| YTD | +9.7% | +50.6% | -40.9% | +1.2% |
| 1Y | +15.4% | +54.0% | -38.6% | +6.1% |
| 3Y | +68.5% | +203.9% | -135.4% | +39.3% |
| 5Y | +49.6% | -29.4% | +79.0% | +31.9% |
| All | +65.0% | +74.7% | -9.6% | +40.8% |
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