-35.9%
DRNZ vs VT
+10.8%
-46.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | +0.3% |
| 7D | -1.4% | -0.1% | -1.3% | -1.0% |
| 30D | -13.6% | -3.1% | -10.5% | -8.0% |
| 3M | -34.0% | -3.5% | -30.5% | -29.0% |
| 6M | -37.8% | +0.5% | -38.3% | -37.2% |
| YTD | -28.1% | +10.8% | -38.9% | -40.1% |
| 1Y | -28.4% | +11.9% | -40.3% | -41.9% |
| All | -35.9% | +10.8% | -46.7% | -47.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling