+235.7%
DIA vs VEU
+149.9%
+85.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.2% |
| 7D | +2.1% | +2.1% | 0.0% | +0.3% |
| 30D | +1.5% | -0.9% | +2.4% | +2.3% |
| 3M | -2.4% | -5.4% | +3.0% | +2.2% |
| 6M | +6.0% | -1.8% | +7.7% | +7.0% |
| YTD | +10.1% | +10.9% | -0.9% | -0.6% |
| 1Y | +11.8% | +13.6% | -1.8% | -1.2% |
| 3Y | +59.7% | +69.3% | -9.5% | -2.3% |
| 5Y | +57.9% | +48.1% | +9.8% | +8.9% |
| All | +235.7% | +149.9% | +85.8% | +52.4% |
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