+60.7%
VXUS vs DOCN
+102.5%
-41.7%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -7.2% | +9.1% | +2.7% |
| 7D | +0.2% | -20.0% | +20.2% | +2.2% |
| 30D | -2.3% | -38.8% | +36.5% | +2.1% |
| 3M | -2.8% | -34.8% | +32.0% | +0.5% |
| 6M | +2.6% | -22.8% | +25.4% | +3.0% |
| YTD | +12.0% | +74.6% | -62.6% | +2.0% |
| 1Y | +16.5% | +116.4% | -99.9% | +3.5% |
| 3Y | +69.7% | +239.3% | -169.7% | +39.2% |
| 5Y | +48.7% | -20.2% | +68.9% | +29.8% |
| All | +60.7% | +102.5% | -41.7% | +35.2% |
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