+228.5%
DRS vs VT
+66.2%
+162.3%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -5.0% | +0.4% | -5.5% | -5.4% |
| 30D | -17.8% | +1.0% | -18.8% | -18.6% |
| 3M | -21.5% | +2.4% | -23.9% | -23.4% |
| 6M | -21.6% | +12.0% | -33.6% | -29.7% |
| YTD | +8.0% | +15.3% | -7.3% | -5.6% |
| 1Y | -9.8% | +22.6% | -32.3% | -25.4% |
| 3Y | +113.5% | +74.7% | +38.8% | +31.8% |
| All | +228.5% | +66.2% | +162.3% | +114.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling