+219.2%
ALLE vs VSAT
-9.2%
+228.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +7.7% | -8.6% | -1.9% |
| 7D | -0.6% | -17.0% | +16.4% | +1.6% |
| 30D | +25.3% | -9.8% | +35.1% | +26.2% |
| 3M | +10.3% | -22.0% | +32.3% | +12.9% |
| 6M | +38.0% | -5.0% | +43.0% | +35.3% |
| YTD | +17.8% | +85.6% | -67.8% | +3.4% |
| 1Y | +13.6% | +80.2% | -66.6% | -0.4% |
| 3Y | +89.2% | +250.0% | -160.8% | +32.9% |
| 5Y | +51.1% | -4.6% | +55.6% | +33.0% |
| All | +219.2% | -9.2% | +228.4% | +146.7% |
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