+160.5%
VEA vs DAR
+311.7%
-151.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.2% |
| 7D | +2.3% | +11.6% | -9.3% | -0.2% |
| 30D | +0.2% | -10.2% | +10.4% | +2.5% |
| 3M | -5.3% | -14.8% | +9.5% | -2.4% |
| 6M | -0.9% | -10.1% | +9.1% | +0.6% |
| YTD | +12.2% | +55.5% | -43.3% | 0.0% |
| 1Y | +16.1% | +61.7% | -45.6% | +2.4% |
| 3Y | +73.0% | +37.2% | +35.8% | +52.1% |
| 5Y | +53.7% | -26.9% | +80.6% | +54.5% |
| All | +160.5% | +311.7% | -151.2% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling