+338.7%
DRI price history and return analytics
+217.6%
+121.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | 0.0% |
| 7D | +4.2% | -0.1% | +4.4% | +4.2% |
| 30D | +15.7% | -3.1% | +18.7% | +19.5% |
| 3M | +5.8% | -3.5% | +9.3% | +9.6% |
| 6M | +18.4% | +0.5% | +18.0% | +16.2% |
| YTD | +28.2% | +10.8% | +17.4% | +11.7% |
| 1Y | +35.9% | +11.9% | +24.0% | +16.9% |
| 3Y | +67.7% | +73.0% | -5.2% | -17.4% |
| 5Y | +77.9% | +58.6% | +19.3% | -2.0% |
| 10Y | +338.7% | +219.2% | +119.5% | +14.3% |
| All | +338.7% | +217.6% | +121.0% | +14.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling