+266.8%
DRD vs VOO
+82.4%
+184.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.5% |
| 7D | +1.2% | +0.5% | +0.7% | +0.9% |
| 30D | +18.7% | -0.9% | +19.6% | +19.5% |
| 3M | +18.4% | +3.9% | +14.5% | +15.8% |
| 6M | -14.0% | +14.5% | -28.6% | -20.3% |
| YTD | -8.7% | +13.0% | -21.6% | -14.6% |
| 1Y | +31.7% | +19.4% | +12.2% | +19.6% |
| 3Y | +215.0% | +78.9% | +136.1% | +122.3% |
| All | +266.8% | +82.4% | +184.4% | +140.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling