+213.7%
VT vs DRI
+367.2%
-153.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.5% |
| 7D | -2.3% | +2.8% | -5.1% | -3.0% |
| 30D | -5.0% | +13.3% | -18.2% | -8.0% |
| 3M | -4.9% | +8.2% | -13.1% | -7.1% |
| 6M | -1.5% | +17.5% | -19.1% | -6.1% |
| YTD | +8.5% | +26.9% | -18.4% | +1.0% |
| 1Y | +11.4% | +31.6% | -20.2% | +2.5% |
| 3Y | +70.1% | +67.0% | +3.1% | +44.9% |
| 5Y | +53.7% | +72.9% | -19.2% | +28.2% |
| All | +213.7% | +367.2% | -153.5% | +111.7% |
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