+33.5%
DRH vs VT
+0.4%
+33.1%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.1% | -0.4% | -2.5% |
| 7D | -3.3% | -4.2% | +0.9% | -1.3% |
| 30D | +12.9% | -5.8% | +18.7% | +15.9% |
| 3M | +6.4% | -5.2% | +11.6% | +9.0% |
| 6M | +33.5% | +0.1% | +33.4% | +32.1% |
| All | +33.5% | +0.4% | +33.1% | +32.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling