-100.0%
DRV price history and return analytics
+526.3%
-626.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | -0.8% |
| 7D | -6.6% | -0.1% | -6.4% | -6.3% |
| 30D | -19.4% | -3.1% | -16.3% | -25.4% |
| 3M | -3.4% | -3.5% | +0.1% | -11.2% |
| 6M | -6.6% | +0.5% | -7.1% | -6.5% |
| YTD | -30.8% | +10.8% | -41.6% | -8.6% |
| 1Y | -27.6% | +11.9% | -39.5% | -1.5% |
| 3Y | -65.4% | +73.0% | -138.4% | +78.5% |
| 5Y | -49.1% | +58.6% | -107.7% | +197.3% |
| 10Y | -97.4% | +219.2% | -316.6% | +144.1% |
| All | -100.0% | +526.3% | -626.3% | -78.2% |
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