+149.8%
VEU vs DAR
+311.7%
-161.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.3% |
| 7D | +2.1% | +11.6% | -9.5% | -0.3% |
| 30D | -0.9% | -10.2% | +9.3% | +1.3% |
| 3M | -5.4% | -14.8% | +9.5% | -2.5% |
| 6M | -1.8% | -10.1% | +8.3% | -0.3% |
| YTD | +10.9% | +55.5% | -44.6% | -0.9% |
| 1Y | +13.6% | +61.7% | -48.1% | +0.4% |
| 3Y | +69.3% | +37.2% | +32.1% | +49.2% |
| 5Y | +48.1% | -26.9% | +75.0% | +48.7% |
| All | +149.8% | +311.7% | -161.9% | +48.4% |
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