+960.3%
VTI vs DRI
+2,578.9%
-1,618.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | +0.1% | +0.6% | -0.5% | -0.1% |
| 30D | 0.0% | +3.8% | -3.8% | -1.2% |
| 3M | +2.0% | +13.0% | -11.0% | -2.0% |
| 6M | +13.0% | +8.3% | +4.6% | +9.6% |
| YTD | +13.9% | +20.6% | -6.7% | +6.8% |
| 1Y | +20.0% | +6.5% | +13.5% | +16.3% |
| 3Y | +75.8% | +53.7% | +22.1% | +50.7% |
| 5Y | +73.8% | +72.7% | +1.2% | +42.4% |
| 10Y | +297.5% | +363.2% | -65.7% | +120.5% |
| All | +960.3% | +2,578.9% | -1,618.6% | +216.1% |
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