+86.4%
DRH vs VT
+374.2%
-287.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -4.9% | +0.4% | -5.3% | -5.5% |
| 30D | -8.9% | +1.0% | -9.9% | -10.3% |
| 3M | +5.5% | +2.4% | +3.1% | +0.9% |
| 6M | +22.7% | +12.0% | +10.7% | +2.1% |
| YTD | +37.1% | +15.3% | +21.8% | +8.9% |
| 1Y | +46.2% | +22.6% | +23.6% | +5.4% |
| 3Y | +67.2% | +74.7% | -7.5% | -30.1% |
| 5Y | +53.8% | +66.1% | -12.4% | -29.3% |
| 10Y | +59.1% | +225.0% | -165.9% | -71.9% |
| All | +86.4% | +374.2% | -287.8% | -79.8% |
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