+248.9%
A vs VSAT
-3.0%
+251.9%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.9% | +5.5% | -0.6% |
| 7D | -4.4% | +3.5% | -7.9% | -4.8% |
| 30D | -2.7% | -14.7% | +12.0% | -1.0% |
| 3M | +7.0% | +13.2% | -6.1% | +3.9% |
| 6M | +24.6% | +57.4% | -32.8% | +15.0% |
| YTD | +7.0% | +110.0% | -103.0% | -5.6% |
| 1Y | +15.6% | +134.4% | -118.8% | -0.4% |
| 3Y | +29.9% | +203.5% | -173.6% | -1.4% |
| 5Y | -15.4% | +47.1% | -62.5% | -31.9% |
| 10Y | +248.9% | +0.4% | +248.5% | +187.9% |
| All | +248.9% | -3.0% | +251.9% | +187.9% |
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