+314.7%
A vs VSAT
-16.2%
+330.9%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.9% | +5.5% | +1.1% |
| 7D | -0.5% | +5.9% | -6.4% | -1.2% |
| 30D | 0.0% | +9.7% | -9.7% | -1.5% |
| 3M | +16.7% | -18.3% | +35.0% | +18.5% |
| 6M | +54.8% | -4.1% | +58.9% | +51.9% |
| YTD | +28.8% | +96.5% | -67.7% | +13.8% |
| 1Y | +19.3% | +89.3% | -70.0% | +5.5% |
| 3Y | +65.5% | +270.1% | -204.5% | +21.3% |
| 5Y | +12.1% | +26.4% | -14.3% | -7.2% |
| All | +314.7% | -16.2% | +330.9% | +236.7% |
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