+228.7%
VTV vs DRI
+353.8%
-125.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.4% |
| 7D | -1.1% | -3.2% | +2.1% | -0.2% |
| 30D | -1.0% | -7.8% | +6.8% | +1.0% |
| 3M | +4.6% | +0.4% | +4.3% | +4.3% |
| 6M | +13.5% | +4.8% | +8.7% | +11.5% |
| YTD | +18.5% | +16.7% | +1.8% | +12.8% |
| 1Y | +22.9% | +1.5% | +21.4% | +21.2% |
| 3Y | +67.8% | +56.3% | +11.6% | +45.4% |
| 5Y | +81.8% | +66.4% | +15.4% | +52.6% |
| All | +228.7% | +353.8% | -125.1% | +112.6% |
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