+725.0%
VTV vs DRI
+2,130.8%
-1,405.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | +0.5% | +0.6% | -0.1% | +0.3% |
| 30D | +1.1% | +3.8% | -2.7% | -0.2% |
| 3M | +5.9% | +13.0% | -7.1% | +1.6% |
| 6M | +11.6% | +8.3% | +3.3% | +8.3% |
| YTD | +19.8% | +20.6% | -0.8% | +12.2% |
| 1Y | +26.2% | +6.5% | +19.8% | +22.4% |
| 3Y | +68.5% | +53.7% | +14.8% | +43.7% |
| 5Y | +79.9% | +72.7% | +7.2% | +45.5% |
| 10Y | +229.7% | +363.2% | -133.5% | +75.2% |
| All | +725.0% | +2,130.8% | -1,405.7% | +147.3% |
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