-97.1%
DRV vs VT
+222.7%
-319.8%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | 0.0% |
| 7D | -0.3% | +2.9% | -3.2% | +7.4% |
| 30D | -16.9% | -2.5% | -14.3% | -21.8% |
| 3M | -1.4% | -3.3% | +1.9% | -8.8% |
| 6M | -3.9% | +1.5% | -5.4% | -1.0% |
| YTD | -29.8% | +11.4% | -41.1% | -6.0% |
| 1Y | -25.6% | +11.9% | -37.5% | +1.1% |
| 3Y | -64.9% | +73.9% | -138.8% | +87.0% |
| 5Y | -48.0% | +57.9% | -105.8% | +203.8% |
| All | -97.1% | +222.7% | -319.8% | +146.4% |
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 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