+58.4%
VXUS vs DOCN
+117.0%
-58.6%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.4% | -4.3% | -1.3% |
| 7D | +2.3% | +27.4% | -25.1% | -0.2% |
| 30D | -2.2% | -29.7% | +27.5% | +0.7% |
| 3M | -5.4% | -32.5% | +27.1% | -2.6% |
| 6M | -1.2% | -42.2% | +40.9% | +2.4% |
| YTD | +10.4% | +87.2% | -76.8% | -0.3% |
| 1Y | +11.8% | +86.2% | -74.4% | +1.0% |
| 3Y | +68.4% | +257.4% | -189.0% | +37.3% |
| 5Y | +45.9% | -27.4% | +73.2% | +27.2% |
| All | +58.4% | +117.0% | -58.6% | +32.1% |
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