+68.7%
DRI vs VSXY
+33.4%
+35.3%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.6% |
| 7D | -4.8% | -0.3% | -4.5% | -4.8% |
| 30D | -5.2% | -22.1% | +16.9% | -3.0% |
| 3M | +2.7% | -1.1% | +3.9% | +2.5% |
| 6M | +3.6% | +53.8% | -50.2% | -2.6% |
| YTD | +15.4% | +35.5% | -20.1% | +9.6% |
| 1Y | +1.3% | +186.0% | -184.8% | -12.3% |
| 3Y | +53.1% | +343.2% | -290.1% | +17.2% |
| 5Y | +64.6% | +19.0% | +45.6% | +43.8% |
| All | +68.7% | +33.4% | +35.3% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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