+80.0%
DRI vs VLTO
+54.1%
+25.9%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.7% |
| 7D | +3.7% | +12.0% | -8.3% | +0.3% |
| 30D | +13.5% | +20.8% | -7.4% | +7.4% |
| 3M | +10.4% | +20.1% | -9.7% | +4.5% |
| 6M | +19.5% | +32.6% | -13.1% | +10.0% |
| YTD | +28.2% | +17.3% | +10.9% | +21.8% |
| 1Y | +31.0% | +17.3% | +13.7% | +24.4% |
| 3Y | +67.1% | +66.9% | +0.2% | +50.0% |
| All | +80.0% | +54.1% | +25.9% | +62.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling