-47.4%
DRV vs VT
+53.2%
-100.6%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -4.1% | +9.2% | -4.0% |
| 7D | -9.0% | -4.2% | -4.8% | -16.9% |
| 30D | -20.8% | -5.8% | -15.0% | -30.5% |
| 3M | +3.5% | -5.2% | +8.7% | -7.5% |
| 6M | -6.3% | +0.1% | -6.4% | -6.1% |
| YTD | -29.6% | +8.2% | -37.8% | -13.4% |
| 1Y | -27.7% | +10.1% | -37.9% | -7.0% |
| 3Y | -62.6% | +69.7% | -132.2% | +77.2% |
| 5Y | -47.4% | +53.4% | -100.8% | +174.6% |
| All | -47.4% | +53.2% | -100.6% | +174.6% |
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