+944.2%
APH vs VSAT
-5.6%
+949.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.9% |
| 7D | +0.4% | +12.5% | -12.1% | -1.7% |
| 30D | -8.0% | +11.0% | -19.0% | -9.8% |
| 3M | -5.0% | -11.1% | +6.1% | -3.6% |
| 6M | +29.9% | +2.8% | +27.1% | +26.9% |
| YTD | +18.0% | +118.0% | -100.0% | +0.3% |
| 1Y | +11.3% | +97.1% | -85.8% | -4.1% |
| 3Y | +274.9% | +296.8% | -21.9% | +154.4% |
| 5Y | +300.6% | +38.7% | +261.9% | +217.8% |
| 10Y | +944.2% | -7.4% | +951.6% | +692.7% |
| All | +944.2% | -5.6% | +949.8% | +692.7% |
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