+1,055.9%
APH vs VSAT
+0.3%
+1,055.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.0% | -4.2% | 0.0% |
| 7D | +5.0% | +11.8% | -6.8% | +2.9% |
| 30D | -3.9% | -7.0% | +3.2% | -2.8% |
| 3M | +13.0% | +3.3% | +9.7% | +10.9% |
| 6M | +25.2% | +57.4% | -32.3% | +13.3% |
| YTD | +22.9% | +118.6% | -95.6% | +4.9% |
| 1Y | +47.8% | +150.2% | -102.4% | +22.2% |
| 3Y | +283.0% | +160.7% | +122.3% | +183.0% |
| 5Y | +349.7% | +51.2% | +298.5% | +245.7% |
| All | +1,055.9% | +0.3% | +1,055.6% | +802.4% |
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