+67.0%
DRI vs VT
+69.7%
-2.8%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | +2.8% | -2.3% | +5.1% | +4.1% |
| 30D | +13.3% | -5.0% | +18.2% | +16.3% |
| 3M | +8.2% | -4.9% | +13.1% | +11.0% |
| 6M | +17.5% | -1.5% | +19.1% | +17.8% |
| YTD | +26.9% | +8.5% | +18.4% | +19.3% |
| 1Y | +31.6% | +11.4% | +20.2% | +21.4% |
| 3Y | +67.0% | +70.1% | -3.1% | +14.9% |
| All | +67.0% | +69.7% | -2.8% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling