+160.5%
VEA vs DRI
+331.7%
-171.3%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | +2.3% | +1.1% | +1.2% | +2.0% |
| 30D | +0.2% | +9.7% | -9.5% | -2.0% |
| 3M | -5.3% | +3.2% | -8.5% | -6.3% |
| 6M | -0.9% | +20.6% | -21.5% | -5.8% |
| YTD | +12.2% | +28.3% | -16.0% | +4.7% |
| 1Y | +16.1% | +34.5% | -18.4% | +7.0% |
| 3Y | +73.0% | +66.5% | +6.4% | +48.9% |
| 5Y | +53.7% | +79.6% | -25.9% | +28.3% |
| All | +160.5% | +331.7% | -171.3% | +77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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