+371.6%
ALL vs VSAT
-16.2%
+387.9%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.9% | +5.3% | +0.7% |
| 7D | +5.0% | +5.9% | -0.9% | +4.5% |
| 30D | +13.3% | +9.7% | +3.6% | +12.1% |
| 3M | +3.2% | -18.3% | +21.5% | +4.0% |
| 6M | +25.3% | -4.1% | +29.4% | +23.3% |
| YTD | +30.5% | +96.5% | -66.1% | +19.0% |
| 1Y | +29.2% | +89.3% | -60.1% | +17.9% |
| 3Y | +119.1% | +270.1% | -150.9% | +70.6% |
| 5Y | +162.6% | +26.4% | +136.3% | +133.9% |
| All | +371.6% | -16.2% | +387.9% | +297.9% |
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