+88.6%
DVA vs VEU
+73.8%
+14.8%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.3% |
| 7D | -1.3% | -1.4% | +0.1% | -0.8% |
| 30D | 0.0% | -0.4% | +0.4% | +0.2% |
| 3M | -10.9% | +2.5% | -13.5% | -12.0% |
| 6M | +17.3% | +11.1% | +6.1% | +11.6% |
| YTD | +59.8% | +16.5% | +43.3% | +47.9% |
| 1Y | +36.3% | +22.9% | +13.3% | +22.6% |
| 3Y | +88.6% | +73.4% | +15.2% | +32.2% |
| All | +88.6% | +73.8% | +14.8% | +32.2% |
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