+338.7%
DRI vs VSAT
-4.9%
+343.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.1% | -0.6% |
| 7D | +4.2% | -0.5% | +4.7% | +3.7% |
| 30D | +15.7% | +4.0% | +11.7% | +13.8% |
| 3M | +5.8% | -11.8% | +17.5% | +6.5% |
| 6M | +18.4% | +6.9% | +11.5% | +12.6% |
| YTD | +28.2% | +117.2% | -89.0% | +4.5% |
| 1Y | +35.9% | +102.4% | -66.5% | +11.5% |
| 3Y | +67.7% | +295.5% | -227.7% | +0.6% |
| 5Y | +77.9% | +37.0% | +40.9% | +34.7% |
| 10Y | +338.7% | -6.0% | +344.7% | +177.1% |
| All | +338.7% | -4.9% | +343.6% | +177.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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