+622.4%
DRD vs VOO
+321.7%
+300.7%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.3% |
| 7D | -8.4% | -2.0% | -6.5% | -7.8% |
| 30D | +13.7% | -1.7% | +15.4% | +14.4% |
| 3M | +23.7% | +4.7% | +18.9% | +21.9% |
| 6M | -19.7% | +12.6% | -32.2% | -22.4% |
| YTD | -11.7% | +11.8% | -23.5% | -14.4% |
| 1Y | +19.5% | +17.5% | +2.0% | +14.2% |
| 3Y | +204.4% | +77.0% | +127.4% | +158.2% |
| 5Y | +262.4% | +82.6% | +179.8% | +200.9% |
| All | +622.4% | +321.7% | +300.7% | +618.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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