+33.9%
DRI vs VO
+13.5%
+20.4%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | +0.1% |
| 7D | -0.3% | +2.9% | -3.3% | -2.0% |
| 30D | +10.8% | +1.0% | +9.8% | +10.1% |
| 3M | +0.9% | -1.7% | +2.6% | +1.8% |
| 6M | +16.3% | +6.7% | +9.6% | +11.0% |
| YTD | +27.8% | +14.0% | +13.8% | +15.5% |
| 1Y | +33.9% | +13.7% | +20.2% | +21.3% |
| All | +33.9% | +13.5% | +20.4% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling