+32.3%
DRTS price history and return analytics
+82.8%
-50.5%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.6% | -4.1% | -4.3% |
| 7D | +0.5% | +2.9% | -2.4% | -1.3% |
| 30D | -2.8% | -2.5% | -0.3% | -1.1% |
| 3M | -3.7% | -3.3% | -0.3% | -1.4% |
| 6M | +35.2% | +1.5% | +33.7% | +34.7% |
| YTD | +169.9% | +11.4% | +158.5% | +158.5% |
| 1Y | +236.5% | +11.9% | +224.6% | +221.9% |
| 3Y | +331.0% | +73.9% | +257.1% | +255.7% |
| 5Y | +34.5% | +57.9% | -23.3% | +13.4% |
| All | +32.3% | +82.8% | -50.5% | +10.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling