+154.3%
DRIV vs VT
+156.8%
-2.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +0.5% | +0.4% | +0.1% | -0.1% |
| 30D | -0.4% | +1.0% | -1.4% | -1.6% |
| 3M | -16.9% | +2.4% | -19.3% | -18.8% |
| 6M | +11.0% | +12.0% | -1.0% | -3.3% |
| YTD | +17.7% | +15.3% | +2.4% | -1.0% |
| 1Y | +36.7% | +22.6% | +14.1% | +6.6% |
| 3Y | +44.6% | +74.7% | -30.1% | -27.0% |
| 5Y | +28.4% | +66.1% | -37.8% | -29.6% |
| All | +154.3% | +156.8% | -2.5% | -7.9% |
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 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