+6.1%
APA vs VSAT
-16.2%
+22.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.9% | +6.6% | +2.7% |
| 7D | +8.5% | +5.9% | +2.6% | +6.8% |
| 30D | +2.8% | +9.7% | -6.9% | -0.1% |
| 3M | +21.7% | -18.3% | +40.0% | +24.8% |
| 6M | +32.6% | -4.1% | +36.7% | +26.7% |
| YTD | +103.7% | +96.5% | +7.2% | +57.8% |
| 1Y | +101.8% | +89.3% | +12.5% | +56.5% |
| 3Y | +48.1% | +270.1% | -222.0% | -24.6% |
| 5Y | +91.9% | +26.4% | +65.5% | +31.7% |
| All | +6.1% | -16.2% | +22.3% | -29.6% |
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