+181.2%
DLR vs VEU
+149.9%
+31.3%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.9% |
| 7D | +3.3% | +2.1% | +1.2% | +1.8% |
| 30D | +4.6% | -0.9% | +5.5% | +5.4% |
| 3M | -8.3% | -5.4% | -2.9% | -4.4% |
| 6M | -5.6% | -1.8% | -3.8% | -4.4% |
| YTD | +18.7% | +10.9% | +7.8% | +9.7% |
| 1Y | +17.1% | +13.6% | +3.5% | +6.4% |
| 3Y | +54.4% | +69.3% | -14.9% | +4.9% |
| 5Y | +36.5% | +48.1% | -11.6% | +0.5% |
| All | +181.2% | +149.9% | +31.3% | +30.1% |
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