+55.9%
DRI vs VSXY
+353.1%
-297.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.5% | +1.9% | -1.4% |
| 7D | -4.8% | -10.7% | +5.9% | -4.2% |
| 30D | -3.9% | -24.3% | +20.3% | -2.3% |
| 3M | +5.1% | +1.0% | +4.1% | +4.8% |
| 6M | +5.5% | +57.4% | -51.9% | +1.2% |
| YTD | +16.5% | +39.8% | -23.3% | +12.5% |
| 1Y | +2.0% | +196.5% | -194.5% | -7.7% |
| All | +55.9% | +353.1% | -297.2% | +30.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling