+67.7%
DRI vs VLTO
+72.9%
-5.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | +4.2% | +1.6% | +2.6% | +3.7% |
| 30D | +15.7% | +22.0% | -6.3% | +8.7% |
| 3M | +5.8% | +21.9% | -16.1% | -0.7% |
| 6M | +18.4% | +36.5% | -18.1% | +7.4% |
| YTD | +28.2% | +19.0% | +9.2% | +20.8% |
| 1Y | +35.9% | +21.0% | +14.9% | +27.2% |
| 3Y | +67.7% | +69.9% | -2.1% | +47.9% |
| All | +67.7% | +72.9% | -5.2% | +47.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling