+851.5%
DE vs VEU
+155.0%
+696.5%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.4% | -1.3% |
| 7D | -2.6% | -1.4% | -1.1% | -1.2% |
| 30D | +9.0% | -0.4% | +9.5% | +9.4% |
| 3M | +19.1% | +2.5% | +16.6% | +15.9% |
| 6M | +14.4% | +11.1% | +3.2% | +2.0% |
| YTD | +45.9% | +16.5% | +29.4% | +23.8% |
| 1Y | +43.6% | +22.9% | +20.7% | +15.0% |
| 3Y | +75.9% | +73.4% | +2.5% | -2.1% |
| 5Y | +98.8% | +56.1% | +42.7% | +23.2% |
| All | +851.5% | +155.0% | +696.5% | +294.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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