+241.9%
DRS price history and return analytics
+63.7%
+178.3%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.5% | +1.5% |
| 7D | -1.9% | -2.0% | +0.1% | -0.1% |
| 30D | -18.5% | -1.4% | -17.1% | -17.5% |
| 3M | -21.1% | +4.7% | -25.8% | -24.7% |
| 6M | -21.3% | +11.4% | -32.7% | -29.1% |
| YTD | +7.2% | +13.1% | -5.9% | -4.6% |
| 1Y | -11.0% | +19.0% | -30.0% | -24.3% |
| 3Y | +118.6% | +73.9% | +44.6% | +35.9% |
| 5Y | +241.9% | +65.4% | +176.5% | +124.2% |
| All | +241.9% | +63.7% | +178.3% | +124.2% |
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