-100.0%
DRV vs VT
+511.9%
-611.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -4.1% | +9.2% | -5.5% |
| 7D | -9.0% | -4.2% | -4.8% | -18.2% |
| 30D | -20.8% | -5.8% | -15.0% | -32.1% |
| 3M | +3.5% | -5.2% | +8.7% | -9.3% |
| 6M | -6.3% | +0.1% | -6.4% | -6.9% |
| YTD | -29.6% | +8.2% | -37.8% | -12.6% |
| 1Y | -27.7% | +10.1% | -37.9% | -5.9% |
| 3Y | -62.6% | +69.7% | -132.2% | +83.9% |
| 5Y | -47.4% | +53.4% | -100.8% | +180.4% |
| 10Y | -97.3% | +219.2% | -316.5% | +156.0% |
| All | -100.0% | +511.9% | -611.9% | -79.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling