+951.3%
APH vs VSAT
+2.6%
+948.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +16.3% | -8.1% | +5.3% |
| 7D | +1.1% | +0.4% | +0.7% | +1.0% |
| 30D | -7.5% | +3.3% | -10.8% | -8.2% |
| 3M | -4.4% | -7.5% | +3.0% | -3.7% |
| 6M | +26.5% | +6.2% | +20.2% | +22.8% |
| YTD | +20.0% | +115.8% | -95.8% | +2.3% |
| 1Y | +16.9% | +107.7% | -90.8% | -0.1% |
| 3Y | +288.5% | +292.0% | -3.5% | +164.3% |
| 5Y | +310.3% | +35.3% | +275.0% | +227.4% |
| 10Y | +951.3% | -5.2% | +956.5% | +698.1% |
| All | +951.3% | +2.6% | +948.7% | +698.1% |
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