+87.5%
DRS vs VT
+74.4%
+13.0%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.9% |
| 7D | -6.0% | -0.1% | -5.9% | -5.8% |
| 30D | +0.8% | -3.1% | +3.9% | +4.4% |
| 3M | -18.8% | -3.5% | -15.3% | -15.5% |
| 6M | -11.3% | +0.5% | -11.8% | -12.4% |
| YTD | +7.8% | +10.8% | -3.0% | -5.3% |
| 1Y | +3.5% | +11.9% | -8.4% | -10.2% |
| 3Y | +87.5% | +73.0% | +14.5% | -19.4% |
| All | +87.5% | +74.4% | +13.0% | -19.4% |
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