+163.7%
APD vs VSAT
+3.3%
+160.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.2% | -4.4% | -1.5% |
| 7D | -2.5% | +17.3% | -19.8% | -3.9% |
| 30D | -1.9% | -3.3% | +1.4% | -1.7% |
| 3M | +8.2% | +18.7% | -10.5% | +5.6% |
| 6M | +10.7% | +77.6% | -66.8% | +3.2% |
| YTD | +22.9% | +125.6% | -102.7% | +11.2% |
| 1Y | +5.8% | +158.3% | -152.5% | -6.5% |
| 3Y | +7.8% | +226.1% | -218.4% | -13.5% |
| 5Y | +26.1% | +54.7% | -28.6% | +7.0% |
| 10Y | +163.7% | +3.5% | +160.2% | +120.8% |
| All | +163.7% | +3.3% | +160.4% | +120.8% |
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