+2,258.9%
DRI vs VO
+797.8%
+1,461.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -0.9% |
| 7D | +2.8% | -2.6% | +5.4% | +5.4% |
| 30D | +13.3% | -0.9% | +14.2% | +14.2% |
| 3M | +8.2% | -3.0% | +11.2% | +11.4% |
| 6M | +17.5% | +2.2% | +15.3% | +14.5% |
| YTD | +26.9% | +10.6% | +16.3% | +14.2% |
| 1Y | +31.6% | +12.5% | +19.1% | +16.3% |
| 3Y | +67.0% | +61.4% | +5.6% | +2.1% |
| 5Y | +72.9% | +33.4% | +39.5% | +26.6% |
| 10Y | +371.3% | +201.5% | +169.8% | +66.8% |
| All | +2,258.9% | +797.8% | +1,461.1% | +202.8% |
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