-100.0%
DRV price history and return analytics
+513.3%
-613.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.8% |
| 7D | -6.4% | -2.3% | -4.1% | -11.5% |
| 30D | -22.4% | -5.0% | -17.4% | -31.9% |
| 3M | +3.1% | -4.9% | +8.0% | -8.7% |
| 6M | -0.3% | -1.5% | +1.3% | -5.4% |
| YTD | -28.0% | +8.5% | -36.5% | -10.2% |
| 1Y | -27.3% | +11.4% | -38.7% | -2.4% |
| 3Y | -63.2% | +70.1% | -133.3% | +82.0% |
| 5Y | -46.3% | +53.7% | -100.0% | +188.3% |
| 10Y | -97.2% | +220.0% | -317.2% | +163.2% |
| All | -100.0% | +513.3% | -613.3% | -78.6% |
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 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