+14.6%
AMCR vs VSAT
+3.3%
+11.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.6% |
| 7D | -6.3% | -1.3% | -4.9% | -6.2% |
| 30D | -7.8% | -14.8% | +7.0% | -6.3% |
| 3M | +7.5% | +2.2% | +5.3% | +6.2% |
| 6M | +2.7% | +60.2% | -57.5% | -4.3% |
| YTD | +6.0% | +115.6% | -109.6% | -5.2% |
| 1Y | +7.8% | +132.9% | -125.1% | -5.4% |
| 3Y | +5.8% | +216.1% | -210.3% | -18.1% |
| 5Y | -11.6% | +52.9% | -64.5% | -27.2% |
| All | +14.6% | +3.3% | +11.3% | -11.6% |
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