+10.5%
DRGN vs VT
+22.2%
-11.7%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | -2.5% |
| 7D | +2.8% | +0.4% | +2.4% | +2.0% |
| 30D | -9.1% | -2.6% | -6.5% | -5.8% |
| 3M | -23.7% | -3.2% | -20.5% | -20.2% |
| 6M | -25.7% | +0.9% | -26.7% | -26.3% |
| YTD | -12.6% | +11.3% | -23.9% | -23.1% |
| 1Y | -16.0% | +14.0% | -30.0% | -28.6% |
| All | +10.5% | +22.2% | -11.7% | -12.8% |
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