+1,254.4%
AAPL vs VSAT
+3.1%
+1,251.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.5% | +1.0% | +3.3% |
| 7D | -0.5% | +3.4% | -3.9% | -0.9% |
| 30D | +7.1% | -12.2% | +19.3% | +8.5% |
| 3M | +12.1% | +20.6% | -8.5% | +8.2% |
| 6M | +25.4% | +60.2% | -34.8% | +16.1% |
| YTD | +20.5% | +115.3% | -94.8% | +6.5% |
| 1Y | +44.5% | +154.6% | -110.0% | +23.9% |
| 3Y | +85.8% | +211.2% | -125.4% | +42.0% |
| 5Y | +124.8% | +52.7% | +72.1% | +83.6% |
| All | +1,254.4% | +3.1% | +1,251.2% | +1,006.4% |
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