+82.0%
DRH vs VT
+222.7%
-140.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.0% |
| 7D | +2.9% | +2.9% | 0.0% | -1.2% |
| 30D | +9.3% | -2.5% | +11.8% | +13.1% |
| 3M | +18.6% | -3.3% | +22.0% | +23.9% |
| 6M | +38.4% | +1.5% | +36.9% | +33.9% |
| YTD | +64.7% | +11.4% | +53.3% | +38.9% |
| 1Y | +64.3% | +11.9% | +52.4% | +37.5% |
| 3Y | +95.7% | +73.9% | +21.8% | -14.6% |
| 5Y | +64.0% | +57.9% | +6.1% | -15.3% |
| All | +82.0% | +222.7% | -140.7% | -57.5% |
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