+77.9%
VUG vs DRI
+68.2%
+9.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -1.0% |
| 7D | +2.5% | +1.1% | +1.5% | +2.3% |
| 30D | -6.3% | +9.7% | -16.0% | -7.6% |
| 3M | -6.0% | +3.2% | -9.2% | -6.6% |
| 6M | -3.5% | +20.6% | -24.1% | -7.0% |
| YTD | +3.9% | +28.3% | -24.3% | -1.6% |
| 1Y | +5.1% | +34.5% | -29.4% | -1.7% |
| 3Y | +77.9% | +66.5% | +11.3% | +61.6% |
| All | +77.9% | +68.2% | +9.7% | +61.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling