+319.5%
DRI vs VSAT
-16.2%
+335.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.9% | +5.3% | +1.2% |
| 7D | +1.1% | +5.9% | -4.8% | -0.1% |
| 30D | +9.7% | +9.7% | 0.0% | +6.9% |
| 3M | +3.2% | -18.3% | +21.5% | +5.2% |
| 6M | +20.6% | -4.1% | +24.6% | +16.7% |
| YTD | +28.3% | +96.5% | -68.3% | +6.2% |
| 1Y | +34.5% | +89.3% | -54.7% | +11.5% |
| 3Y | +66.5% | +270.1% | -203.5% | +0.4% |
| 5Y | +79.6% | +26.4% | +53.3% | +36.9% |
| All | +319.5% | -16.2% | +335.7% | +168.0% |
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