+179.5%
VSH vs DRI
+348.4%
-169.0%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +1.4% |
| 7D | +3.5% | -4.8% | +8.4% | +5.7% |
| 30D | -4.4% | -3.9% | -0.5% | -3.0% |
| 3M | -45.8% | +5.1% | -50.9% | -47.6% |
| 6M | +90.1% | +5.5% | +84.6% | +82.2% |
| YTD | +120.3% | +16.5% | +103.9% | +101.2% |
| 1Y | +112.2% | +2.0% | +110.2% | +105.0% |
| 3Y | +36.6% | +54.5% | -17.9% | +9.0% |
| 5Y | +67.0% | +66.6% | +0.4% | +27.2% |
| 10Y | +179.5% | +353.6% | -174.2% | +43.4% |
| All | +179.5% | +348.4% | -169.0% | +43.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling