+220.2%
DRS vs VT
+53.4%
+166.8%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +2.9% | +2.9% |
| 7D | -9.7% | -2.3% | -7.3% | -7.7% |
| 30D | -4.9% | -5.0% | +0.1% | -0.4% |
| 3M | -24.7% | -4.9% | -19.8% | -21.3% |
| 6M | -18.2% | -1.5% | -16.7% | -17.4% |
| YTD | +0.5% | +8.5% | -8.0% | -7.3% |
| 1Y | -2.8% | +11.4% | -14.1% | -12.4% |
| 3Y | +75.1% | +70.1% | +5.0% | +11.3% |
| All | +220.2% | +53.4% | +166.8% | +127.0% |
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