+911.4%
DRD vs VOO
+806.9%
+104.5%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.3% | -4.0% | -3.3% |
| 7D | -1.8% | -0.9% | -0.9% | -1.5% |
| 30D | -3.0% | -2.3% | -0.7% | -2.0% |
| 3M | +3.3% | -1.2% | +4.4% | +3.9% |
| 6M | -19.3% | +3.3% | -22.6% | -19.9% |
| YTD | -19.8% | +12.3% | -32.2% | -22.6% |
| 1Y | -9.9% | +12.5% | -22.4% | -13.0% |
| 3Y | +209.9% | +79.2% | +130.7% | +155.6% |
| 5Y | +187.6% | +75.7% | +111.9% | +136.2% |
| 10Y | +768.5% | +313.7% | +454.8% | +455.1% |
| All | +911.4% | +806.9% | +104.5% | +256.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling