+32.5%
DRTS price history and return analytics
+82.3%
-49.8%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.3% |
| 7D | -2.5% | +2.4% | -4.8% | -3.8% |
| 30D | -0.9% | -1.5% | +0.6% | +0.2% |
| 3M | -7.7% | -4.1% | -3.6% | -5.1% |
| 6M | +38.8% | +0.6% | +38.2% | +39.1% |
| YTD | +170.3% | +11.0% | +159.3% | +159.4% |
| 1Y | +246.1% | +13.3% | +232.7% | +229.7% |
| 3Y | +331.6% | +73.4% | +258.2% | +256.9% |
| 5Y | +34.7% | +57.4% | -22.7% | +13.7% |
| All | +32.5% | +82.3% | -49.8% | +10.9% |
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