+981.0%
DRS price history and return analytics
+357.8%
+623.2%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.1% |
| 7D | +8.3% | +2.9% | +5.4% | +6.9% |
| 30D | +1.7% | -2.5% | +4.2% | +3.0% |
| 3M | -20.7% | -3.3% | -17.4% | -19.3% |
| 6M | -16.3% | +1.5% | -17.8% | -16.9% |
| YTD | +5.5% | +11.4% | -5.9% | +0.2% |
| 1Y | +1.7% | +11.9% | -10.2% | -3.7% |
| 3Y | +83.4% | +73.9% | +9.6% | +42.8% |
| 5Y | +240.4% | +57.9% | +182.5% | +175.5% |
| 10Y | +2,926.8% | +222.6% | +2,704.1% | +1,886.3% |
| All | +981.0% | +357.8% | +623.2% | +519.4% |
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 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