+1,299.8%
DRI vs VT
+345.0%
+954.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.1% | +3.2% | +2.9% |
| 7D | +3.7% | -4.2% | +7.9% | +7.8% |
| 30D | +13.5% | -5.8% | +19.3% | +19.7% |
| 3M | +10.4% | -5.2% | +15.6% | +15.7% |
| 6M | +19.5% | +0.1% | +19.4% | +18.2% |
| YTD | +28.2% | +8.2% | +20.0% | +17.4% |
| 1Y | +31.0% | +10.1% | +20.9% | +17.9% |
| 3Y | +67.1% | +69.7% | -2.6% | -1.5% |
| 5Y | +74.7% | +53.4% | +21.3% | +13.4% |
| 10Y | +376.2% | +219.2% | +156.9% | +69.5% |
| All | +1,299.8% | +345.0% | +954.9% | +304.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling