+932.7%
DLR vs VEU
+192.1%
+740.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | -0.1% |
| 7D | +1.6% | +1.1% | +0.4% | +0.7% |
| 30D | -3.4% | +2.2% | -5.5% | -5.0% |
| 3M | +0.5% | +3.0% | -2.5% | -2.1% |
| 6M | +4.6% | +10.9% | -6.3% | -4.1% |
| YTD | +23.4% | +18.2% | +5.2% | +7.3% |
| 1Y | +19.0% | +28.3% | -9.2% | -3.0% |
| 3Y | +56.5% | +74.6% | -18.1% | -0.5% |
| 5Y | +33.3% | +56.4% | -23.0% | -7.8% |
| 10Y | +165.1% | +153.0% | +12.1% | +19.6% |
| All | +932.7% | +192.1% | +740.6% | +284.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling