+171.8%
DLR vs VEU
+152.3%
+19.4%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.7% | -1.0% |
| 7D | -1.3% | -1.9% | +0.6% | +0.1% |
| 30D | -2.9% | -0.7% | -2.1% | -2.3% |
| 3M | +3.2% | +4.9% | -1.6% | -0.4% |
| 6M | +3.9% | +9.8% | -6.0% | -3.3% |
| YTD | +21.4% | +15.3% | +6.1% | +8.9% |
| 1Y | +9.7% | +23.0% | -13.4% | -6.2% |
| 3Y | +56.5% | +73.5% | -17.0% | +4.2% |
| 5Y | +41.5% | +54.5% | -13.0% | +0.8% |
| All | +171.8% | +152.3% | +19.4% | +26.7% |
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 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