+7,716.5%
DRI vs VSAT
+1,485.7%
+6,230.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.0% | -5.6% | -1.2% |
| 7D | +0.6% | +11.8% | -11.2% | -0.9% |
| 30D | +3.8% | -7.0% | +10.9% | +4.7% |
| 3M | +13.0% | +3.3% | +9.7% | +10.8% |
| 6M | +8.3% | +57.4% | -49.1% | -0.7% |
| YTD | +20.6% | +118.6% | -98.0% | +4.8% |
| 1Y | +6.5% | +150.2% | -143.8% | -10.2% |
| 3Y | +53.7% | +160.7% | -107.0% | +16.1% |
| 5Y | +72.7% | +51.2% | +21.5% | +34.4% |
| 10Y | +363.2% | -0.7% | +363.8% | +269.5% |
| All | +7,716.5% | +1,485.7% | +6,230.8% | +4,530.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling