+132.3%
AA vs VSAT
-3.0%
+135.4%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.9% | +5.0% | 0.0% |
| 7D | -0.6% | +3.5% | -4.1% | -1.7% |
| 30D | -1.6% | -14.7% | +13.1% | +2.6% |
| 3M | -29.8% | +13.2% | -43.0% | -34.0% |
| 6M | -16.6% | +57.4% | -74.0% | -30.7% |
| YTD | -4.0% | +110.0% | -114.0% | -27.8% |
| 1Y | +63.5% | +134.4% | -70.9% | +17.6% |
| 3Y | +86.8% | +203.5% | -116.8% | +0.5% |
| 5Y | +12.4% | +47.1% | -34.8% | -28.7% |
| 10Y | +132.3% | +0.4% | +132.0% | +41.6% |
| All | +132.3% | -3.0% | +135.4% | +41.6% |
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