+42.6%
DTE vs VEU
+73.8%
-31.2%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.4% | -1.6% |
| 7D | -2.6% | -1.4% | -1.1% | -2.2% |
| 30D | -4.4% | -0.4% | -4.0% | -4.3% |
| 3M | -8.3% | +2.5% | -10.9% | -9.1% |
| 6M | -8.1% | +11.1% | -19.2% | -11.4% |
| YTD | +4.4% | +16.5% | -12.1% | -1.5% |
| 1Y | +0.2% | +22.9% | -22.7% | -7.6% |
| 3Y | +42.6% | +73.4% | -30.8% | +7.0% |
| All | +42.6% | +73.8% | -31.2% | +7.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling