+78.2%
DRI vs VLTO
+54.8%
+23.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.1% |
| 7D | +2.8% | +5.4% | -2.6% | +1.3% |
| 30D | +13.3% | +22.3% | -9.1% | +6.8% |
| 3M | +8.2% | +19.6% | -11.4% | +2.6% |
| 6M | +17.5% | +35.2% | -17.6% | +7.7% |
| YTD | +26.9% | +17.9% | +9.1% | +20.4% |
| 1Y | +31.6% | +19.5% | +12.0% | +24.2% |
| 3Y | +67.0% | +73.9% | -7.0% | +49.0% |
| All | +78.2% | +54.8% | +23.3% | +60.6% |
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