+55.5%
DRH price history and return analytics
+66.2%
-10.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.3% |
| 7D | -0.2% | +1.0% | -1.3% | -1.5% |
| 30D | -4.5% | -0.2% | -4.2% | -4.2% |
| 3M | +3.9% | +4.5% | -0.7% | -2.3% |
| 6M | +26.8% | +14.1% | +12.8% | +6.1% |
| YTD | +35.9% | +14.8% | +21.1% | +12.5% |
| 1Y | +47.3% | +21.2% | +26.1% | +13.1% |
| 3Y | +63.4% | +76.6% | -13.1% | -25.3% |
| 5Y | +55.5% | +66.6% | -11.1% | -18.9% |
| All | +55.5% | +66.2% | -10.7% | -18.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling