+54.5%
DRI vs VTEB
+8.2%
+46.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.5% |
| 7D | -4.8% | -1.2% | -3.6% | -4.2% |
| 30D | -5.2% | -2.9% | -2.3% | -3.8% |
| 3M | +2.7% | -3.2% | +5.9% | +4.4% |
| 6M | +3.6% | -2.6% | +6.3% | +5.1% |
| YTD | +15.4% | -1.8% | +17.3% | +16.6% |
| 1Y | +1.3% | +0.2% | +1.0% | +1.5% |
| All | +54.5% | +8.2% | +46.3% | +48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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