+2,826.7%
VRT vs DRI
+149.7%
+2,676.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.8% | +5.5% | +4.4% |
| 7D | +13.6% | -1.2% | +14.8% | +14.1% |
| 30D | +6.8% | -0.4% | +7.2% | +6.6% |
| 3M | -3.2% | +9.5% | -12.7% | -7.8% |
| 6M | +20.3% | +6.5% | +13.9% | +15.7% |
| YTD | +79.6% | +18.4% | +61.2% | +64.4% |
| 1Y | +139.0% | +4.2% | +134.8% | +129.6% |
| 3Y | +644.6% | +57.1% | +587.5% | +480.7% |
| 5Y | +1,024.4% | +70.4% | +953.9% | +749.7% |
| All | +2,826.7% | +149.7% | +2,676.9% | +1,351.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded DRI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling