-97.5%
DRIO price history and return analytics
+63.7%
-161.1%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.7% | -2.5% |
| 7D | -5.7% | -2.0% | -3.7% | -3.4% |
| 30D | -14.2% | -1.4% | -12.8% | -12.7% |
| 3M | -8.7% | +4.7% | -13.5% | -14.1% |
| 6M | -28.1% | +11.4% | -39.4% | -38.2% |
| YTD | -42.2% | +13.1% | -55.2% | -51.5% |
| 1Y | -13.9% | +19.0% | -32.9% | -33.0% |
| 3Y | -89.1% | +73.9% | -163.0% | -95.2% |
| 5Y | -97.5% | +65.4% | -162.9% | -98.7% |
| All | -97.5% | +63.7% | -161.1% | -98.7% |
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