+672.3%
AU vs VSAT
+3.3%
+669.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | -4.3% | -1.3% | -2.9% | -4.2% |
| 30D | +7.3% | -14.8% | +22.1% | +9.3% |
| 3M | +26.3% | +2.2% | +24.1% | +24.5% |
| 6M | +1.8% | +60.2% | -58.4% | -5.4% |
| YTD | +26.8% | +115.6% | -88.8% | +13.4% |
| 1Y | +66.7% | +132.9% | -66.2% | +47.2% |
| 3Y | +579.1% | +216.1% | +363.0% | +438.3% |
| 5Y | +689.3% | +52.9% | +636.4% | +549.9% |
| All | +672.3% | +3.3% | +669.0% | +455.7% |
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