+390.3%
DRI vs VTEB
+26.6%
+363.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -1.2% | -0.2% | -1.0% | -1.0% |
| 30D | -0.4% | -1.6% | +1.2% | +1.6% |
| 3M | +9.5% | -2.0% | +11.5% | +12.2% |
| 6M | +6.5% | -1.7% | +8.1% | +8.7% |
| YTD | +18.4% | -0.6% | +19.0% | +19.3% |
| 1Y | +4.2% | +1.8% | +2.4% | +1.9% |
| 3Y | +57.1% | +9.6% | +47.5% | +39.0% |
| 5Y | +70.4% | +2.1% | +68.4% | +66.2% |
| 10Y | +354.0% | +18.9% | +335.1% | +414.5% |
| All | +390.3% | +26.6% | +363.6% | +532.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling