+219.8%
VT vs DRI
+370.8%
-151.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.1% | +2.2% |
| 7D | +0.4% | +3.1% | -2.7% | -0.4% |
| 30D | -2.6% | +16.2% | -18.8% | -6.3% |
| 3M | -3.2% | +8.4% | -11.6% | -5.5% |
| 6M | +0.9% | +19.0% | -18.1% | -4.1% |
| YTD | +11.3% | +28.8% | -17.5% | +3.2% |
| 1Y | +14.0% | +33.1% | -19.1% | +4.6% |
| 3Y | +75.8% | +70.8% | +5.1% | +48.9% |
| 5Y | +57.8% | +74.2% | -16.4% | +31.3% |
| 10Y | +219.8% | +345.5% | -125.7% | +114.1% |
| All | +219.8% | +370.8% | -151.0% | +114.1% |
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