+319.5%
DRI vs ITOT
+287.5%
+32.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.8% |
| 7D | +1.1% | +2.5% | -1.4% | -1.6% |
| 30D | +9.7% | -1.7% | +11.4% | +11.4% |
| 3M | +3.2% | -3.4% | +6.5% | +6.6% |
| 6M | +20.6% | +2.1% | +18.5% | +16.6% |
| YTD | +28.3% | +11.5% | +16.8% | +12.3% |
| 1Y | +34.5% | +13.6% | +20.9% | +15.3% |
| 3Y | +66.5% | +77.2% | -10.7% | -16.7% |
| 5Y | +79.6% | +64.4% | +15.3% | -2.1% |
| All | +319.5% | +287.5% | +32.0% | -10.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling