+664.3%
DRD vs VT
+374.2%
+290.1%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | -0.7% | +0.4% | -1.1% | -0.9% |
| 30D | +25.0% | +1.0% | +24.0% | +24.3% |
| 3M | +11.6% | +2.4% | +9.3% | +10.6% |
| 6M | -15.1% | +12.0% | -27.1% | -20.0% |
| YTD | -6.9% | +15.3% | -22.3% | -13.7% |
| 1Y | +39.8% | +22.6% | +17.2% | +25.3% |
| 3Y | +211.3% | +74.7% | +136.6% | +125.6% |
| 5Y | +252.4% | +66.1% | +186.3% | +162.1% |
| 10Y | +637.9% | +225.0% | +412.9% | +251.6% |
| All | +664.3% | +374.2% | +290.1% | +103.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling