-68.6%
AAL vs VSAT
-16.2%
-52.4%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.9% | +3.9% | +0.2% |
| 7D | -0.1% | +5.9% | -6.0% | -1.6% |
| 30D | +11.7% | +9.7% | +2.0% | +7.8% |
| 3M | -12.5% | -18.3% | +5.8% | -9.5% |
| 6M | +3.6% | -4.1% | +7.7% | -0.4% |
| YTD | -14.1% | +96.5% | -110.6% | -34.4% |
| 1Y | +0.8% | +89.3% | -88.5% | -22.9% |
| 3Y | +11.8% | +270.1% | -258.3% | -44.4% |
| 5Y | -35.1% | +26.4% | -61.5% | -56.0% |
| All | -68.6% | -16.2% | -52.4% | -80.8% |
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