+73.7%
VTI vs DRI
+68.4%
+5.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | 0.0% |
| 7D | -0.4% | -4.8% | +4.5% | +1.2% |
| 30D | -1.6% | -3.9% | +2.3% | -0.5% |
| 3M | +3.6% | +5.1% | -1.5% | +1.5% |
| 6M | +13.0% | +5.5% | +7.5% | +10.3% |
| YTD | +12.7% | +16.5% | -3.8% | +5.8% |
| 1Y | +18.4% | +2.0% | +16.4% | +16.1% |
| 3Y | +76.4% | +54.5% | +21.9% | +45.0% |
| 5Y | +73.7% | +66.6% | +7.1% | +33.4% |
| All | +73.7% | +68.4% | +5.3% | +33.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling