+1,754.7%
APD vs VSAT
+1,485.7%
+269.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.0% | -6.0% | -1.5% |
| 7D | -2.2% | +11.8% | -14.0% | -3.4% |
| 30D | +2.1% | -7.0% | +9.1% | +2.7% |
| 3M | +7.2% | +3.3% | +3.9% | +5.6% |
| 6M | +11.2% | +57.4% | -46.2% | +3.9% |
| YTD | +24.4% | +118.6% | -94.2% | +11.4% |
| 1Y | +6.7% | +150.2% | -143.6% | -6.8% |
| 3Y | +9.2% | +160.7% | -151.5% | -12.5% |
| 5Y | +27.4% | +51.2% | -23.8% | +4.2% |
| 10Y | +164.8% | -0.7% | +165.5% | +118.7% |
| All | +1,754.7% | +1,485.7% | +269.0% | +1,055.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling