+1,006.5%
DRI vs VEU
+192.1%
+814.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.1% | -1.0% |
| 7D | +0.6% | +1.1% | -0.6% | -0.3% |
| 30D | +3.8% | +2.2% | +1.7% | +2.1% |
| 3M | +13.0% | +3.0% | +10.0% | +9.7% |
| 6M | +8.3% | +10.9% | -2.5% | -1.5% |
| YTD | +20.6% | +18.2% | +2.4% | +4.0% |
| 1Y | +6.5% | +28.3% | -21.8% | -14.2% |
| 3Y | +53.7% | +74.6% | -20.9% | -4.7% |
| 5Y | +72.7% | +56.4% | +16.3% | +17.0% |
| 10Y | +363.2% | +153.0% | +210.1% | +125.4% |
| All | +1,006.5% | +192.1% | +814.4% | +344.0% |
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 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