+368.4%
ALL vs VSAT
-4.9%
+373.3%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.7% | +2.2% | +2.8% |
| 7D | -0.1% | -0.5% | +0.4% | -0.3% |
| 30D | +13.8% | +4.0% | +9.9% | +13.0% |
| 3M | -2.8% | -11.8% | +9.0% | -2.5% |
| 6M | +23.7% | +6.9% | +16.7% | +20.8% |
| YTD | +27.3% | +117.2% | -90.0% | +15.4% |
| 1Y | +30.5% | +102.4% | -71.9% | +18.7% |
| 3Y | +113.0% | +295.5% | -182.5% | +65.8% |
| 5Y | +157.6% | +37.0% | +120.5% | +129.0% |
| 10Y | +368.4% | -6.0% | +374.4% | +292.6% |
| All | +368.4% | -4.9% | +373.3% | +292.6% |
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