+70.4%
DRI vs VEU
+56.3%
+14.2%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.6% |
| 7D | -1.2% | +1.7% | -2.9% | -2.3% |
| 30D | -0.4% | +1.0% | -1.4% | -1.0% |
| 3M | +9.5% | +5.6% | +3.9% | +5.3% |
| 6M | +6.5% | +13.7% | -7.2% | -3.4% |
| YTD | +18.4% | +17.7% | +0.7% | +4.3% |
| 1Y | +4.2% | +25.8% | -21.5% | -12.8% |
| 3Y | +57.1% | +77.1% | -20.0% | -1.4% |
| 5Y | +70.4% | +57.1% | +13.3% | +24.0% |
| All | +70.4% | +56.3% | +14.2% | +24.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling