+61.6%
DRAM vs VTV
+19.0%
+42.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +1.0% | +9.3% | +7.1% |
| 7D | -0.6% | -0.4% | -0.2% | +2.3% |
| 30D | -18.0% | +3.9% | -21.9% | -26.0% |
| 3M | -11.9% | +2.6% | -14.4% | -17.1% |
| 6M | -18.6% | +11.5% | -30.1% | -42.7% |
| All | +61.6% | +19.0% | +42.5% | -0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling