-61.5%
DRIP vs VT
+76.6%
-138.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +1.7% | +11.0% | +14.7% |
| 7D | +22.6% | -0.3% | +22.9% | +21.7% |
| 30D | +6.3% | -1.4% | +7.8% | +4.0% |
| 3M | -13.0% | -1.4% | -11.6% | -15.2% |
| 6M | -8.6% | +5.5% | -14.1% | -3.2% |
| YTD | -58.7% | +12.8% | -71.5% | -52.0% |
| 1Y | -59.8% | +15.4% | -75.2% | -50.8% |
| All | -61.5% | +76.6% | -138.1% | +50.7% |
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