+95.6%
DG vs VEU
+152.3%
-56.7%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | 0.0% | -0.7% |
| 7D | -6.3% | -1.9% | -4.4% | -5.5% |
| 30D | +2.4% | -0.7% | +3.2% | +2.7% |
| 3M | +12.4% | +4.9% | +7.6% | +9.8% |
| 6M | -14.9% | +9.8% | -24.8% | -18.8% |
| YTD | -6.1% | +15.3% | -21.4% | -12.3% |
| 1Y | +17.9% | +23.0% | -5.2% | +6.9% |
| 3Y | +3.1% | +73.5% | -70.3% | -20.9% |
| 5Y | -38.7% | +54.5% | -93.1% | -50.6% |
| All | +95.6% | +152.3% | -56.7% | +22.8% |
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