+943.1%
VTI vs DRI
+2,738.0%
-1,794.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | -0.3% |
| 7D | +3.4% | -0.3% | +3.7% | +3.5% |
| 30D | -2.3% | +10.8% | -13.1% | -5.2% |
| 3M | -2.2% | +0.9% | -3.1% | -2.7% |
| 6M | +3.3% | +16.3% | -13.1% | -1.9% |
| YTD | +12.1% | +27.8% | -15.7% | +3.1% |
| 1Y | +12.2% | +33.9% | -21.6% | +1.7% |
| 3Y | +78.0% | +67.2% | +10.8% | +48.7% |
| 5Y | +65.2% | +79.0% | -13.8% | +33.9% |
| 10Y | +292.2% | +332.2% | -40.0% | +122.0% |
| All | +943.1% | +2,738.0% | -1,794.9% | +205.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling