+638.1%
DRD vs VT
+215.5%
+422.5%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.2% | +3.6% | +3.7% |
| 7D | +12.6% | -2.3% | +14.9% | +14.1% |
| 30D | +7.5% | -5.0% | +12.5% | +10.8% |
| 3M | +16.5% | -4.9% | +21.4% | +20.3% |
| 6M | -10.2% | -1.5% | -8.7% | -8.6% |
| YTD | -14.7% | +8.5% | -23.2% | -16.9% |
| 1Y | +4.4% | +11.4% | -7.0% | +0.6% |
| 3Y | +203.5% | +70.1% | +133.4% | +142.3% |
| 5Y | +233.6% | +53.7% | +179.9% | +170.2% |
| All | +638.1% | +215.5% | +422.5% | +347.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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