+33.9%
DRI vs VEU
+12.6%
+21.2%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.2% |
| 7D | -0.3% | +2.4% | -2.7% | -0.9% |
| 30D | +10.8% | -2.0% | +12.8% | +11.2% |
| 3M | +0.9% | -5.1% | +6.0% | +2.0% |
| 6M | +16.3% | -0.7% | +17.0% | +15.9% |
| YTD | +27.8% | +11.0% | +16.8% | +17.5% |
| 1Y | +33.9% | +12.4% | +21.5% | +21.7% |
| All | +33.9% | +12.6% | +21.2% | +21.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling