+2,141.9%
DRI vs VO
+827.2%
+1,314.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.3% |
| 7D | +0.6% | -0.3% | +0.8% | +0.8% |
| 30D | +3.8% | -0.3% | +4.2% | +4.2% |
| 3M | +13.0% | +2.9% | +10.1% | +9.5% |
| 6M | +8.3% | +9.3% | -1.0% | -1.2% |
| YTD | +20.6% | +14.2% | +6.4% | +5.3% |
| 1Y | +6.5% | +15.3% | -8.8% | -8.1% |
| 3Y | +53.7% | +56.2% | -2.5% | -2.8% |
| 5Y | +72.7% | +42.4% | +30.2% | +18.6% |
| 10Y | +363.2% | +194.7% | +168.4% | +66.8% |
| All | +2,141.9% | +827.2% | +1,314.7% | +179.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling