+955.2%
APH vs VSAT
-4.9%
+960.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.1% |
| 7D | -5.0% | -0.5% | -4.5% | -5.0% |
| 30D | -8.4% | +4.0% | -12.3% | -9.1% |
| 3M | -4.5% | -11.8% | +7.2% | -2.9% |
| 6M | +25.3% | +6.9% | +18.3% | +21.5% |
| YTD | +18.9% | +117.2% | -98.3% | +1.2% |
| 1Y | +11.9% | +102.4% | -90.5% | -4.0% |
| 3Y | +278.0% | +295.5% | -17.5% | +156.7% |
| 5Y | +306.4% | +37.0% | +269.4% | +223.3% |
| 10Y | +955.2% | -6.0% | +961.2% | +703.0% |
| All | +955.2% | -4.9% | +960.1% | +703.0% |
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 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