+58.3%
DLR vs VEU
+74.2%
-15.9%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | +0.4% |
| 7D | +2.9% | +0.3% | +2.6% | +2.7% |
| 30D | -1.2% | +0.7% | -1.8% | -1.6% |
| 3M | +2.9% | +4.7% | -1.8% | -0.8% |
| 6M | +6.7% | +11.6% | -5.0% | -2.5% |
| YTD | +23.9% | +16.8% | +7.1% | +8.6% |
| 1Y | +18.6% | +24.9% | -6.2% | -1.6% |
| All | +58.3% | +74.2% | -15.9% | -5.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling