+34.5%
DRI price history and return analytics
+11.9%
+22.6%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | +1.1% | +2.4% | -1.3% | +0.4% |
| 30D | +9.7% | -1.5% | +11.2% | +10.0% |
| 3M | +3.2% | -4.1% | +7.3% | +4.2% |
| 6M | +20.6% | +0.6% | +20.0% | +19.8% |
| YTD | +28.3% | +11.0% | +17.2% | +20.9% |
| 1Y | +34.5% | +13.3% | +21.2% | +24.4% |
| All | +34.5% | +11.9% | +22.6% | +24.4% |
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