+99.6%
DE vs VEU
+55.0%
+44.7%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.4% | -1.1% |
| 7D | -2.6% | -1.4% | -1.1% | -1.5% |
| 30D | +9.0% | -0.4% | +9.5% | +9.3% |
| 3M | +19.1% | +2.5% | +16.6% | +16.7% |
| 6M | +14.4% | +11.1% | +3.2% | +4.6% |
| YTD | +45.9% | +16.5% | +29.4% | +28.2% |
| 1Y | +43.6% | +22.9% | +20.7% | +20.4% |
| 3Y | +75.9% | +73.4% | +2.5% | +10.1% |
| All | +99.6% | +55.0% | +44.7% | +35.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling