+1,114.4%
DRI vs VIG
+655.9%
+458.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.8% |
| 7D | -0.7% | -0.3% | -0.4% | -0.5% |
| 30D | +14.7% | +4.9% | +9.8% | +8.4% |
| 3M | +5.4% | +2.9% | +2.5% | +1.9% |
| 6M | +18.8% | +11.2% | +7.6% | +4.6% |
| YTD | +28.4% | +16.0% | +12.4% | +7.5% |
| 1Y | +37.7% | +17.0% | +20.7% | +14.2% |
| 3Y | +68.0% | +66.9% | +1.1% | -9.4% |
| 5Y | +78.8% | +65.8% | +13.0% | -3.1% |
| 10Y | +334.2% | +263.6% | +70.5% | -1.1% |
| All | +1,114.4% | +655.9% | +458.5% | +8.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling