+128.0%
DRH price history and return analytics
+360.7%
-232.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | -2.1% |
| 7D | +0.1% | -0.7% | +0.8% | +1.1% |
| 30D | +14.6% | -1.7% | +16.4% | +17.5% |
| 3M | +23.1% | -2.3% | +25.4% | +26.9% |
| 6M | +40.5% | +1.5% | +38.9% | +35.5% |
| YTD | +67.8% | +12.0% | +55.7% | +38.5% |
| 1Y | +64.5% | +12.9% | +51.6% | +34.1% |
| 3Y | +99.3% | +74.9% | +24.4% | -17.4% |
| 5Y | +62.3% | +59.9% | +2.4% | -21.2% |
| 10Y | +95.5% | +224.6% | -129.2% | -65.7% |
| All | +128.0% | +360.7% | -232.6% | -74.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling