+221.5%
ALLE vs VSAT
+2.6%
+218.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +16.3% | -13.5% | +0.7% |
| 7D | -0.6% | +0.4% | -1.0% | -1.0% |
| 30D | +26.6% | +3.3% | +23.3% | +25.2% |
| 3M | +13.2% | -7.5% | +20.7% | +13.2% |
| 6M | +42.9% | +6.2% | +36.7% | +38.0% |
| YTD | +21.0% | +115.8% | -94.8% | +4.1% |
| 1Y | +15.2% | +107.7% | -92.5% | -0.9% |
| 3Y | +95.6% | +292.0% | -196.4% | +35.8% |
| 5Y | +53.4% | +35.3% | +18.1% | +25.7% |
| 10Y | +221.5% | -5.2% | +226.7% | +145.6% |
| All | +221.5% | +2.6% | +218.9% | +145.6% |
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