+289.6%
VTI vs DRI
+331.7%
-42.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | +2.5% | +1.1% | +1.5% | +2.2% |
| 30D | -1.5% | +9.7% | -11.2% | -4.1% |
| 3M | -3.2% | +3.2% | -6.4% | -4.3% |
| 6M | +2.3% | +20.6% | -18.3% | -3.5% |
| YTD | +11.6% | +28.3% | -16.6% | +3.0% |
| 1Y | +13.8% | +34.5% | -20.8% | +3.4% |
| 3Y | +77.4% | +66.5% | +10.9% | +49.5% |
| 5Y | +64.6% | +79.6% | -15.1% | +34.1% |
| All | +289.6% | +331.7% | -42.2% | +156.0% |
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