+51.2%
DRH vs VT
+53.2%
-1.9%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.1% | -0.4% | +0.6% |
| 7D | -3.3% | -4.2% | +0.9% | +1.9% |
| 30D | +12.9% | -5.8% | +18.7% | +21.5% |
| 3M | +6.4% | -5.2% | +11.6% | +13.4% |
| 6M | +33.5% | +0.1% | +33.4% | +31.8% |
| YTD | +60.1% | +8.2% | +51.9% | +42.2% |
| 1Y | +77.7% | +10.1% | +67.6% | +54.2% |
| 3Y | +84.4% | +69.7% | +14.7% | -12.4% |
| 5Y | +51.2% | +53.4% | -2.1% | -8.6% |
| All | +51.2% | +53.2% | -1.9% | -8.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling