-46.5%
DRV vs VT
+53.4%
-99.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.7% |
| 7D | -6.4% | -2.3% | -4.1% | -10.7% |
| 30D | -22.4% | -5.0% | -17.4% | -30.5% |
| 3M | +3.1% | -4.9% | +8.0% | -7.0% |
| 6M | -0.3% | -1.5% | +1.3% | -4.2% |
| YTD | -28.0% | +8.5% | -36.5% | -11.1% |
| 1Y | -27.3% | +11.4% | -38.7% | -3.9% |
| 3Y | -63.2% | +70.1% | -133.3% | +75.2% |
| All | -46.5% | +53.4% | -99.9% | +182.3% |
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