+67.0%
DRI vs VSAT
+225.8%
-158.8%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +7.7% | -8.7% | -1.3% |
| 7D | +2.8% | -17.0% | +19.8% | +3.5% |
| 30D | +13.3% | -9.8% | +23.0% | +13.5% |
| 3M | +8.2% | -22.0% | +30.2% | +9.1% |
| 6M | +17.5% | -5.0% | +22.5% | +16.7% |
| YTD | +26.9% | +85.6% | -58.7% | +20.9% |
| 1Y | +31.6% | +80.2% | -48.6% | +25.4% |
| 3Y | +67.0% | +250.0% | -183.1% | +45.1% |
| All | +67.0% | +225.8% | -158.8% | +45.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling