-2.6%
APA vs VSAT
-3.0%
+0.4%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -6.9% | +9.9% | +4.4% |
| 7D | +0.3% | +3.5% | -3.2% | -0.6% |
| 30D | +9.3% | -14.7% | +24.0% | +12.6% |
| 3M | +23.3% | +13.2% | +10.2% | +16.3% |
| 6M | +39.5% | +57.4% | -17.9% | +18.2% |
| YTD | +87.6% | +110.0% | -22.4% | +45.2% |
| 1Y | +114.2% | +134.4% | -20.2% | +57.3% |
| 3Y | +13.6% | +203.5% | -190.0% | -36.9% |
| 5Y | +175.6% | +47.1% | +128.5% | +74.8% |
| 10Y | -2.6% | +0.4% | -3.0% | -37.4% |
| All | -2.6% | -3.0% | +0.4% | -37.4% |
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