+77.9%
DRI vs VEU
+48.8%
+29.0%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.1% |
| 7D | +4.2% | +0.5% | +3.7% | +3.9% |
| 30D | +15.7% | -2.3% | +18.0% | +17.3% |
| 3M | +5.8% | -4.4% | +10.1% | +8.6% |
| 6M | +18.4% | -2.2% | +20.6% | +19.1% |
| YTD | +28.2% | +10.9% | +17.3% | +17.1% |
| 1Y | +35.9% | +13.4% | +22.5% | +22.1% |
| 3Y | +67.7% | +69.7% | -1.9% | +7.6% |
| 5Y | +77.9% | +50.0% | +27.9% | +34.7% |
| All | +77.9% | +48.8% | +29.0% | +34.7% |
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 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