+294.5%
VTI vs DRI
+348.7%
-54.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.4% |
| 7D | -2.0% | -4.8% | +2.8% | -0.7% |
| 30D | -1.9% | -5.2% | +3.2% | -0.6% |
| 3M | +4.5% | +2.7% | +1.8% | +3.4% |
| 6M | +12.6% | +3.6% | +9.0% | +10.8% |
| YTD | +12.0% | +15.4% | -3.4% | +6.6% |
| 1Y | +17.3% | +1.3% | +16.1% | +15.5% |
| 3Y | +75.3% | +53.1% | +22.2% | +51.4% |
| 5Y | +74.0% | +64.6% | +9.4% | +45.4% |
| All | +294.5% | +348.7% | -54.2% | +155.1% |
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