+31.0%
DRI vs ITOT
+9.8%
+21.2%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.4% | +3.5% | +0.3% |
| 7D | +3.7% | -4.8% | +8.5% | +4.9% |
| 30D | +13.5% | -5.9% | +19.4% | +15.1% |
| 3M | +10.4% | -4.9% | +15.3% | +11.6% |
| 6M | +19.5% | +1.4% | +18.0% | +17.8% |
| YTD | +28.2% | +8.4% | +19.8% | +22.9% |
| 1Y | +31.0% | +9.3% | +21.7% | +25.2% |
| All | +31.0% | +9.8% | +21.2% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1y: compounded portfolio wealth divided by compounded ITOT 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…
1y analysis · Full analysis span regression · 6 months rolling