+182.1%
APD vs VSAT
-5.5%
+187.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +16.3% | -14.2% | +0.7% |
| 7D | -1.6% | +0.4% | -1.9% | -1.8% |
| 30D | +10.6% | +3.3% | +7.3% | +9.8% |
| 3M | +2.5% | -7.5% | +10.0% | +2.5% |
| 6M | +6.0% | +6.2% | -0.3% | +3.6% |
| YTD | +28.4% | +115.8% | -87.4% | +16.0% |
| 1Y | +22.2% | +107.7% | -85.5% | +10.3% |
| 3Y | +26.6% | +292.0% | -265.5% | -1.6% |
| 5Y | +11.8% | +35.3% | -23.5% | -2.5% |
| All | +182.1% | -5.5% | +187.6% | +132.8% |
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