+41.6%
AA vs VSAT
-16.2%
+57.8%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.9% | +3.2% | -0.4% |
| 7D | +0.5% | +5.9% | -5.4% | -1.3% |
| 30D | -0.6% | +9.7% | -10.3% | -4.1% |
| 3M | -19.7% | -18.3% | -1.3% | -16.7% |
| 6M | -41.6% | -4.1% | -37.5% | -43.8% |
| YTD | -24.6% | +96.5% | -121.2% | -43.1% |
| 1Y | +4.9% | +89.3% | -84.4% | -20.2% |
| 3Y | +66.8% | +270.1% | -203.2% | -17.7% |
| 5Y | -19.4% | +26.4% | -45.8% | -44.6% |
| All | +41.6% | -16.2% | +57.8% | -19.1% |
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