+100.8%
DG vs VEU
+149.9%
-49.1%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.3% | -0.3% |
| 7D | +0.3% | +2.1% | -1.8% | -0.6% |
| 30D | +3.2% | -0.9% | +4.2% | +3.6% |
| 3M | +10.4% | -5.4% | +15.8% | +13.1% |
| 6M | +33.2% | -1.8% | +34.9% | +33.7% |
| YTD | +3.0% | +10.9% | -8.0% | -2.3% |
| 1Y | +31.2% | +13.6% | +17.6% | +23.2% |
| 3Y | +21.8% | +69.3% | -47.4% | -5.9% |
| 5Y | -35.0% | +48.1% | -83.1% | -46.7% |
| All | +100.8% | +149.9% | -49.1% | +15.1% |
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