+183.2%
APD vs VSAT
-4.9%
+188.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.3% |
| 7D | -0.2% | -0.5% | +0.3% | -0.4% |
| 30D | +11.0% | +4.0% | +7.1% | +10.1% |
| 3M | +1.3% | -11.8% | +13.1% | +1.7% |
| 6M | +6.4% | +6.9% | -0.6% | +3.9% |
| YTD | +28.9% | +117.2% | -88.3% | +16.4% |
| 1Y | +23.2% | +102.4% | -79.2% | +11.6% |
| 3Y | +26.3% | +295.5% | -269.1% | -1.8% |
| 5Y | +12.0% | +37.0% | -25.0% | -2.4% |
| 10Y | +183.2% | -6.0% | +189.2% | +133.5% |
| All | +183.2% | -4.9% | +188.0% | +133.5% |
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