+54.8%
VXUS vs DOCN
+70.4%
-15.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -15.9% | +12.2% | -2.1% |
| 7D | -3.4% | -29.3% | +25.9% | -0.3% |
| 30D | -5.8% | -46.0% | +40.2% | -0.5% |
| 3M | -6.4% | -43.2% | +36.8% | -2.1% |
| 6M | -2.5% | -53.7% | +51.2% | +3.4% |
| YTD | +7.9% | +46.9% | -39.0% | -0.1% |
| 1Y | +11.5% | +54.3% | -42.8% | +2.5% |
| 3Y | +63.4% | +185.5% | -122.1% | +36.2% |
| 5Y | +42.9% | -31.1% | +74.0% | +26.6% |
| All | +54.8% | +70.4% | -15.5% | +32.3% |
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 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