+78.8%
VEA vs DOCN
+171.0%
-92.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | +0.2% |
| 7D | +1.0% | +1.1% | -0.2% | +0.8% |
| 30D | +1.9% | -9.6% | +11.6% | +2.7% |
| 3M | +3.2% | -37.7% | +40.9% | +7.3% |
| 6M | +10.2% | +115.2% | -105.0% | -0.4% |
| YTD | +18.9% | +133.7% | -114.8% | +5.9% |
| 1Y | +29.3% | +250.2% | -220.8% | +9.6% |
| 3Y | +76.8% | +320.3% | -243.5% | +42.4% |
| 5Y | +61.2% | +53.1% | +8.1% | +35.2% |
| All | +78.8% | +171.0% | -92.2% | +47.3% |
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 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