+34.3%
DRGN vs VT
+26.6%
+7.7%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +0.6% | +0.4% | +0.2% | 0.0% |
| 30D | -7.0% | +1.0% | -8.0% | -8.3% |
| 3M | -7.9% | +2.4% | -10.3% | -10.5% |
| 6M | +7.1% | +12.0% | -4.9% | -6.7% |
| YTD | +6.2% | +15.3% | -9.1% | -11.0% |
| 1Y | +12.3% | +22.6% | -10.3% | -12.6% |
| All | +34.3% | +26.6% | +7.7% | +0.9% |
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