+37.7%
DRI vs VOO
+13.0%
+24.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.2% |
| 7D | -0.7% | -0.9% | +0.2% | -0.5% |
| 30D | +14.7% | -2.3% | +17.0% | +15.2% |
| 3M | +5.4% | -1.2% | +6.6% | +5.6% |
| 6M | +18.8% | +3.3% | +15.5% | +17.3% |
| YTD | +28.4% | +12.3% | +16.0% | +21.7% |
| 1Y | +37.7% | +12.5% | +25.2% | +30.7% |
| All | +37.7% | +13.0% | +24.7% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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