+220.9%
DRD vs VT
+75.0%
+146.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | -0.7% | +0.4% | -1.1% | -1.1% |
| 30D | +25.0% | +1.0% | +24.0% | +23.7% |
| 3M | +11.6% | +2.4% | +9.3% | +9.4% |
| 6M | -15.1% | +12.0% | -27.1% | -23.4% |
| YTD | -6.9% | +15.3% | -22.3% | -17.7% |
| 1Y | +39.8% | +22.6% | +17.2% | +18.3% |
| All | +220.9% | +75.0% | +146.0% | +92.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling