-46.0%
DRV price history and return analytics
+66.2%
-112.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | -0.8% |
| 7D | +1.4% | +1.0% | +0.3% | +3.7% |
| 30D | +8.3% | -0.2% | +8.5% | +7.9% |
| 3M | -1.5% | +4.5% | -6.0% | +7.7% |
| 6M | -10.8% | +14.1% | -24.8% | +21.8% |
| YTD | -25.3% | +14.8% | -40.1% | +3.8% |
| 1Y | -19.0% | +21.2% | -40.2% | +29.6% |
| 3Y | -56.9% | +76.6% | -133.5% | +122.6% |
| 5Y | -46.0% | +66.6% | -112.6% | +259.0% |
| All | -46.0% | +66.2% | -112.2% | +259.0% |
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