+66.6%
DRI vs VIG
+62.2%
+4.4%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.1% |
| 7D | -4.8% | -1.2% | -3.7% | -3.7% |
| 30D | -3.9% | -2.8% | -1.1% | -1.2% |
| 3M | +5.1% | +2.5% | +2.6% | +2.6% |
| 6M | +5.5% | +8.1% | -2.6% | -2.3% |
| YTD | +16.5% | +9.6% | +6.9% | +6.4% |
| 1Y | +2.0% | +14.2% | -12.2% | -10.6% |
| 3Y | +54.5% | +56.1% | -1.6% | -1.5% |
| 5Y | +66.6% | +62.8% | +3.7% | +4.6% |
| All | +66.6% | +62.2% | +4.4% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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