+75.7%
VEA vs DAR
+9.6%
+66.2%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -0.9% |
| 7D | +0.3% | -0.2% | +0.5% | +0.3% |
| 30D | +0.4% | +7.4% | -7.0% | -0.5% |
| 3M | +4.8% | +15.7% | -10.9% | +2.7% |
| 6M | +11.3% | +30.0% | -18.8% | +7.0% |
| YTD | +17.4% | +87.5% | -70.1% | +7.3% |
| 1Y | +26.2% | +113.4% | -87.2% | +12.9% |
| All | +75.7% | +9.6% | +66.2% | +73.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling