+335.2%
AEIS vs VSAT
-16.2%
+351.4%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.9% | +1.0% | -2.5% |
| 7D | +11.5% | +5.9% | +5.6% | +9.7% |
| 30D | -15.8% | +9.7% | -25.5% | -17.5% |
| 3M | -33.3% | -18.3% | -15.0% | -29.2% |
| 6M | -35.2% | -4.1% | -31.1% | -35.5% |
| YTD | +5.0% | +96.5% | -91.5% | -16.0% |
| 1Y | +8.5% | +89.3% | -80.8% | -12.8% |
| 3Y | +152.9% | +270.1% | -117.2% | +37.2% |
| 5Y | +144.6% | +26.4% | +118.3% | +74.8% |
| All | +335.2% | -16.2% | +351.4% | +200.3% |
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