+79.4%
DRI vs VLTO
+55.4%
+24.0%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.1% |
| 7D | -0.3% | +0.8% | -1.1% | -0.6% |
| 30D | +10.8% | +18.7% | -7.8% | +5.4% |
| 3M | +0.9% | +21.7% | -20.8% | -4.8% |
| 6M | +16.3% | +35.8% | -19.5% | +6.4% |
| YTD | +27.8% | +18.3% | +9.5% | +21.1% |
| 1Y | +33.9% | +20.9% | +13.0% | +25.9% |
| 3Y | +67.2% | +68.8% | -1.7% | +49.6% |
| All | +79.4% | +55.4% | +24.0% | +61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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