+1,017.0%
DRS price history and return analytics
+371.8%
+645.2%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.2% |
| 7D | -2.0% | +1.0% | -3.0% | -2.5% |
| 30D | -17.4% | -0.2% | -17.1% | -17.3% |
| 3M | -20.5% | +4.5% | -25.0% | -22.3% |
| 6M | -20.2% | +14.1% | -34.3% | -25.3% |
| YTD | +9.0% | +14.8% | -5.7% | +1.9% |
| 1Y | -9.2% | +21.2% | -30.4% | -17.3% |
| 3Y | +122.4% | +76.6% | +45.8% | +71.6% |
| 5Y | +233.9% | +66.6% | +167.3% | +163.6% |
| 10Y | +3,192.3% | +222.3% | +2,970.1% | +2,039.7% |
| All | +1,017.0% | +371.8% | +645.2% | +530.3% |
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