+5.7%
DRD price history and return analytics
+15.2%
-9.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.7% | +6.4% | +4.2% |
| 7D | -2.9% | -0.3% | -2.6% | -1.9% |
| 30D | +1.0% | -1.4% | +2.4% | +4.8% |
| 3M | +16.3% | -1.4% | +17.7% | +20.9% |
| 6M | -6.1% | +5.5% | -11.6% | -14.1% |
| YTD | -18.3% | +12.8% | -31.2% | -32.4% |
| 1Y | +5.7% | +15.4% | -9.8% | -16.4% |
| All | +5.7% | +15.2% | -9.6% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling